PWM
Proathlete Wealth Management Portfolio holdings
AUM $274M
AUM
$274M
AUM Growth
+$8.85M (+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 | $3.48M | |
| 2 | $1.45M | |
| 3 | $1.28M | |
| 4 | $1.19M | |
| 5 | $1.18M |
Top Sells
| 1 | $10.9K | |
| 2 | $7.45K | |
| 3 | $6.61K | |
| 4 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $121K | 0.04% | 127 | New | +$121K | |||
| $121K | 0.04% | 1,681 | New | +$121K | |||
| $120K | 0.04% | 399 | New | +$120K | |||
| $120K | 0.04% | 3,887 | New | +$120K | |||
| $117K | 0.04% | 2,020 | New | +$117K | |||
| $116K | 0.04% | 1,719 | New | +$116K | |||
| $116K | 0.04% | 1,035 | New | +$116K | |||
| $113K | 0.04% | 1,410 | New | +$113K | |||
| $109K | 0.04% | 1,500 | New | +$109K | |||
| $105K | 0.04% | 284 | New | +$105K | |||
| $105K | 0.04% | 127 | New | +$105K | |||
| $104K | 0.04% | 1,500 | New | +$104K | |||
| $102K | 0.04% | 1,498 | New | +$102K | |||
| $99K | 0.04% | 580 | New | +$99K | |||
| $95.8K | 0.03% | 1,223 | New | +$95.8K | |||
| $92.8K | 0.03% | 723 | New | +$92.8K | |||
| $91.1K | 0.03% | 607 | New | +$91.1K | |||
| $88.7K | 0.03% | 530 | New | +$88.7K | |||
| $88.4K | 0.03% | 342 | New | +$88.4K | |||
| $87.2K | 0.03% | 2,066 | New | +$87.2K | |||
| $85.9K | 0.03% | 956 | New | +$85.9K | |||
| $85.8K | 0.03% | 1,456 | New | +$85.8K | |||
| $82.6K | 0.03% | 590 | New | +$82.6K | |||
| $77.5K | 0.03% | 1,000 | New | +$77.5K | |||
| $77.1K | 0.03% | 3,548 | New | +$77.1K |
