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
76
$121K 0.04%
+127
77
$121K 0.04%
+1,681
78
$120K 0.04%
+399
79
$120K 0.04%
+3,887
80
$117K 0.04%
+2,020
81
$116K 0.04%
+1,719
82
$116K 0.04%
+1,035
83
$113K 0.04%
+1,410
84
$109K 0.04%
+1,500
85
$105K 0.04%
+284
86
$105K 0.04%
+127
87
$104K 0.04%
+1,500
88
$102K 0.04%
+1,498
89
$99K 0.04%
+580
90
$95.8K 0.03%
+1,223
91
$92.8K 0.03%
+723
92
$91.1K 0.03%
+607
93
$88.7K 0.03%
+530
94
$88.4K 0.03%
+342
95
$87.2K 0.03%
+2,066
96
$85.9K 0.03%
+956
97
$85.8K 0.03%
+1,456
98
$82.6K 0.03%
+590
99
$77.5K 0.03%
+1,000
100
$77.1K 0.03%
+3,548
2 3
4
5 6