PWM

Proathlete Wealth Management Portfolio holdings

AUM $361M
1-Year Est. Return 17.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.51M
3
+$1.33M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$997K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$678K

Top Sells

1
+$88K
2
+$63.3K
3
+$62.7K
4
BA icon
Boeing
BA
+$41.9K
5
VTV icon
Vanguard Value ETF
VTV
+$41.1K

Sector Composition

1 Technology 3.91%
2 Financials 2.51%
3 Communication Services 2.1%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.38%
4,722
+28
27
$1.23M 0.36%
4,997
-21
28
$1.05M 0.3%
2,365
-17
29
$1.04M 0.3%
4,098
30
$893K 0.26%
2,616
+13
31
$866K 0.25%
19,703
+222
32
$795K 0.23%
7,835
+216
33
$788K 0.23%
5,131
+81
34
$788K 0.23%
3,135
+36
35
$762K 0.22%
11,491
+119
36
$753K 0.22%
1,322
+4
37
$697K 0.2%
3,793
+46
38
$597K 0.17%
7,048
39
$594K 0.17%
15,159
+6
40
$560K 0.16%
6,899
41
$555K 0.16%
6,563
+96
42
$522K 0.15%
3,283
+14
43
$477K 0.14%
1,382
-291
44
$465K 0.13%
6,666
+41
45
$436K 0.13%
6,712
-331
46
$422K 0.12%
16,549
+206
47
$377K 0.11%
1,019
+7
48
$375K 0.11%
5,485
+138
49
$290K 0.08%
2,068
-1
50
$288K 0.08%
9,110
1
2
3 4 5