PWM

Proathlete Wealth Management Portfolio holdings

AUM $361M
1-Year Est. Return 17.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.51M
3
+$1.33M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$997K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$678K

Top Sells

1
+$88K
2
+$63.3K
3
+$62.7K
4
BA icon
Boeing
BA
+$41.9K
5
VTV icon
Vanguard Value ETF
VTV
+$41.1K

Sector Composition

1 Technology 3.91%
2 Financials 2.51%
3 Communication Services 2.1%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.08%
3,765
+9
52
$270K 0.08%
1,667
-7
53
$259K 0.07%
2,294
54
$250K 0.07%
617
+51
55
$245K 0.07%
2,030
-545
56
$242K 0.07%
207
-1
57
$238K 0.07%
1,285
-14
58
$232K 0.07%
2,371
59
$224K 0.06%
2,365
-100
60
$223K 0.06%
964
-8
61
$214K 0.06%
3,998
62
$206K 0.06%
603
63
$188K 0.05%
2,857
+1
64
$185K 0.05%
2,310
+138
65
$175K 0.05%
530
-19
66
$174K 0.05%
3,657
+30
67
$169K 0.05%
1,783
+10
68
$165K 0.05%
178
+51
69
$165K 0.05%
3,887
70
$161K 0.05%
2,217
+761
71
$153K 0.04%
621
72
$149K 0.04%
4,744
+28
73
$148K 0.04%
950
74
$147K 0.04%
1,500
-12
75
$146K 0.04%
1,000
1 2
3
4 5