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
$266M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$1.9M
3
+$1.54M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$18.2K
2
+$13.1K
3
+$2.67K
4
WMT icon
Walmart
WMT
+$2.17K
5
PGR icon
Progressive
PGR
+$1.92K

Sector Composition

1 Technology 3.8%
2 Consumer Discretionary 2.43%
3 Financials 2.4%
4 Communication Services 2.12%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.11%
1,844
52
$277K 0.1%
4,679
+69
53
$247K 0.09%
2,293
54
$244K 0.09%
2,460
+3
55
$238K 0.09%
3,738
+13
56
$227K 0.09%
2,234
-179
57
$226K 0.09%
2,371
58
$220K 0.08%
564
+1
59
$213K 0.08%
+207
60
$201K 0.08%
1,667
1 2
3