PWM
Proathlete Wealth Management Portfolio holdings
AUM
$314M
This Quarter Return
-3.99%
1 Year Return
+15.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(+3.3%)
Cap. Flow
+$20.9M
Cap. Flow
% of AUM
7.63%
Top 10 Holdings %
Top 10 Hldgs %
72.05%
Holding
212
New
152
Increased
46
Reduced
4
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.48M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.45M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.28M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$1.19M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.18M |
Top Sells
| 1 |
Microsoft
MSFT
|
$10.9K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$7.45K |
| 3 |
NVIDIA
NVDA
|
$6.61K |
| 4 |
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% |
