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
76
$145K 0.04%
467
-4
77
$145K 0.04%
1,500
78
$141K 0.04%
1,681
79
$141K 0.04%
1,666
80
$136K 0.04%
446
81
$132K 0.04%
1,753
+18
82
$129K 0.04%
169
-3
83
$125K 0.04%
1,719
+17
84
$119K 0.03%
1,043
+5
85
$118K 0.03%
580
-5
86
$117K 0.03%
1,226
-10
87
$116K 0.03%
1,410
88
$116K 0.03%
3,673
+2,005
89
$113K 0.03%
399
90
$110K 0.03%
2,436
91
$102K 0.03%
598
+4
92
$101K 0.03%
1,380
-232
93
$99.9K 0.03%
2,066
94
$96.8K 0.03%
100
-4
95
$95.7K 0.03%
3,628
+38
96
$93.6K 0.03%
1,498
-18
97
$89.8K 0.03%
188
-4
98
$89.7K 0.03%
1,944
+8
99
$88.6K 0.03%
1,457
-591
100
$88.5K 0.03%
547
-11
2 3
4
5 6