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
$274M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.45M
3
+$1.28M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.18M

Top Sells

1
+$10.9K
2
+$7.45K
3
+$6.61K
4
MA icon
Mastercard
MA
+$550

Sector Composition

1 Technology 3.67%
2 Financials 2.81%
3 Consumer Discretionary 2.19%
4 Communication Services 1.97%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.1%
2,067
+223
52
$280K 0.1%
9,110
53
$273K 0.1%
2,294
+1
54
$265K 0.1%
1,667
55
$259K 0.09%
2,461
+1
56
$227K 0.08%
3,746
+8
57
$226K 0.08%
2,371
58
$207K 0.08%
565
+1
59
$202K 0.07%
+964
60
$201K 0.07%
2,154
-80
61
$196K 0.07%
207
62
$180K 0.07%
+1,084
63
$173K 0.06%
+3,959
64
$165K 0.06%
+603
65
$162K 0.06%
+1,763
66
$161K 0.06%
+467
67
$159K 0.06%
+950
68
$159K 0.06%
+3,620
69
$149K 0.05%
+2,436
70
$140K 0.05%
+446
71
$132K 0.05%
+1,666
72
$132K 0.05%
+2,441
73
$125K 0.05%
+621
74
$124K 0.05%
+1,686
75
$122K 0.04%
+4,657
1 2
3
4 5