PWM

Proathlete Wealth Management Portfolio holdings

AUM $347M
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$45M
2 +$16.4M
3 +$15.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.3M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.39%
2 Consumer Discretionary 2.99%
3 Financials 2.62%
4 Communication Services 2.39%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$224K 0.13%
+2,241
52
$221K 0.13%
+4,381
53
$220K 0.13%
+10,121