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
101
$76.3K 0.03%
+314
102
$76.3K 0.03%
+1,348
103
$74.9K 0.03%
+1,902
104
$72.1K 0.03%
+961
105
$71.9K 0.03%
+871
106
$70.2K 0.03%
+260
107
$69.3K 0.03%
+1,097
108
$68.8K 0.03%
+398
109
$67.6K 0.02%
+102
110
$62K 0.02%
+188
111
$57.8K 0.02%
+421
112
$56.2K 0.02%
+547
113
$55.3K 0.02%
+551
114
$55K 0.02%
+2,387
115
$51.9K 0.02%
+425
116
$49.8K 0.02%
+1,500
117
$49.2K 0.02%
+440
118
$47.9K 0.02%
+1,905
119
$47.3K 0.02%
+1,309
120
$42.3K 0.02%
+255
121
$40.7K 0.01%
+677
122
$39.1K 0.01%
+529
123
$37K 0.01%
+459
124
$35.3K 0.01%
+380
125
$34.1K 0.01%
+200
3 4
5
6 7