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 | |
|---|---|---|---|---|---|---|---|
| $29.2K | 0.01% | 135 | New | +$29.2K | |||
| $28.1K | 0.01% | 309 | New | +$28.1K | |||
| $26.5K | 0.01% | 664 | New | +$26.5K | |||
| $24.4K | 0.01% | 17 | New | +$24.4K | |||
| $23K | 0.01% | 262 | New | +$23K | |||
| $22.3K | 0.01% | 28 | New | +$22.3K | |||
| $21.9K | 0.01% | 775 | New | +$21.9K | |||
| $21.5K | 0.01% | 269 | New | +$21.5K | |||
| $21.2K | 0.01% | 160 | New | +$21.2K | |||
| $20.9K | 0.01% | 1,515 | New | +$20.9K | |||
| $20.9K | 0.01% | 501 | New | +$20.9K | |||
| $20.5K | 0.01% | 168 | New | +$20.5K | |||
| $19.3K | 0.01% | 62 | New | +$19.3K | |||
| $18.6K | 0.01% | 90 | New | +$18.6K | |||
| $18.1K | 0.01% | 162 | New | +$18.1K | |||
| $17.8K | 0.01% | 198 | New | +$17.8K | |||
| $17.7K | 0.01% | 298 | New | +$17.7K | |||
| $16.7K | 0.01% | 145 | New | +$16.7K | |||
| $16.6K | 0.01% | 693 | New | +$16.6K | |||
| $16.2K | 0.01% | 211 | New | +$16.2K | |||
| $15.6K | 0.01% | 94 | New | +$15.6K | |||
| $15.3K | 0.01% | 469 | New | +$15.3K | |||
| $14.6K | 0.01% | 93 | New | +$14.6K | |||
| $14.5K | 0.01% | 205 | New | +$14.5K | |||
| $13.4K | 0% | 362 | New | +$13.4K |
