PWM

Proathlete Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$7.51M
2
+$2.96M
3
+$1.33M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.06M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$988K

Top Sells

1
+$27.2K
2
+$4.7K
3
+$3.96K
4
XOM icon
Exxon Mobil
XOM
+$3.93K
5
MS icon
Morgan Stanley
MS
+$3.83K

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