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
$211M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.84M
3
+$2.86M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$2.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M

Top Sells

1
+$3.67M
2
+$254K
3
+$36.4K
4
AMZN icon
Amazon
AMZN
+$16.4K
5
BIIB icon
Biogen
BIIB
+$16K

Sector Composition

1 Technology 4.51%
2 Consumer Discretionary 2.51%
3 Financials 2.42%
4 Communication Services 2.4%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.13%
2,453
+90
52
$276K 0.13%
812
-1
53
$268K 0.13%
2,327
+181
54
$225K 0.11%
2,427
-393
55
$224K 0.11%
2,371
56
$220K 0.1%
4,623
+287
57
$219K 0.1%
3,715
+10
58
– –
-63,590
59
– –
-661
1 2
3