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 | |
|---|---|---|---|---|---|---|---|
| $76.3K | 0.03% | 314 | New | +$76.3K | |||
| $76.3K | 0.03% | 1,348 | New | +$76.3K | |||
| $74.9K | 0.03% | 1,902 | New | +$74.9K | |||
| $72.1K | 0.03% | 961 | New | +$72.1K | |||
| $71.9K | 0.03% | 871 | New | +$71.9K | |||
| $70.2K | 0.03% | 260 | New | +$70.2K | |||
| $69.3K | 0.03% | 1,097 | New | +$69.3K | |||
| $68.8K | 0.03% | 398 | New | +$68.8K | |||
| $67.6K | 0.02% | 102 | New | +$67.6K | |||
| $62K | 0.02% | 188 | New | +$62K | |||
| $57.8K | 0.02% | 421 | New | +$57.8K | |||
| $56.2K | 0.02% | 547 | New | +$56.2K | |||
| $55.3K | 0.02% | 551 | New | +$55.3K | |||
| $55K | 0.02% | 2,387 | New | +$55K | |||
| $51.9K | 0.02% | 425 | New | +$51.9K | |||
| $49.8K | 0.02% | 1,500 | New | +$49.8K | |||
| $49.2K | 0.02% | 440 | New | +$49.2K | |||
| $47.9K | 0.02% | 1,905 | New | +$47.9K | |||
| $47.3K | 0.02% | 1,309 | New | +$47.3K | |||
| $42.3K | 0.02% | 255 | New | +$42.3K | |||
| $40.7K | 0.01% | 677 | New | +$40.7K | |||
| $39.1K | 0.01% | 529 | New | +$39.1K | |||
| $37K | 0.01% | 459 | New | +$37K | |||
| $35.3K | 0.01% | 380 | New | +$35.3K | |||
| $34.1K | 0.01% | 200 | New | +$34.1K |
