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
$243M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$3.07M
3
+$1.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.11M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.02M

Top Sells

1
+$30.9K
2
+$4.76K
3
+$4.09K
4
XOM icon
Exxon Mobil
XOM
+$3.98K
5
MS icon
Morgan Stanley
MS
+$3.96K

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 2.4%
3 Financials 2.34%
4 Communication Services 2.1%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.12%
822
+10
52
$269K 0.11%
2,293
-34
53
$259K 0.11%
2,457
+4
54
$245K 0.1%
4,610
-13
55
$232K 0.1%
2,371
56
$232K 0.1%
3,725
+10
57
$231K 0.1%
2,413
-14
58
$228K 0.09%
+563
59
$202K 0.08%
+1,667
1 2
3