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
101
$85.3K 0.02%
607
-9
102
$81.1K 0.02%
723
103
$80.3K 0.02%
956
-11
104
$79.2K 0.02%
961
105
$76.3K 0.02%
1,129
+16
106
$72.7K 0.02%
316
+1
107
$71.2K 0.02%
255
-9
108
$62.2K 0.02%
262
+2
109
$62K 0.02%
694
-177
110
$61.9K 0.02%
428
-9
111
$61.3K 0.02%
452
+1
112
$60.6K 0.02%
1,348
-19
113
$56.5K 0.02%
423
+1
114
$55.1K 0.02%
2,387
115
$55K 0.02%
+2,202
116
$54.8K 0.02%
1,500
117
$48.8K 0.01%
1,905
118
$47.2K 0.01%
1,337
+13
119
$46.6K 0.01%
465
+1
120
$45.8K 0.01%
380
121
$45.7K 0.01%
440
122
$45.6K 0.01%
613
+60
123
$44.8K 0.01%
458
124
$44.8K 0.01%
677
125
$31.9K 0.01%
171
-227
3 4
5
6 7