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
126
$29.2K 0.01%
+135
127
$28.1K 0.01%
+309
128
$26.5K 0.01%
+664
129
$24.4K 0.01%
+255
130
$23K 0.01%
+262
131
$22.3K 0.01%
+28
132
$21.9K 0.01%
+775
133
$21.5K 0.01%
+269
134
$21.2K 0.01%
+160
135
$20.9K 0.01%
+1,515
136
$20.9K 0.01%
+501
137
$20.5K 0.01%
+168
138
$19.3K 0.01%
+62
139
$18.6K 0.01%
+90
140
$18.1K 0.01%
+162
141
$17.8K 0.01%
+198
142
$17.7K 0.01%
+298
143
$16.7K 0.01%
+145
144
$16.6K 0.01%
+693
145
$16.2K 0.01%
+211
146
$15.6K 0.01%
+94
147
$15.3K 0.01%
+469
148
$14.6K 0.01%
+93
149
$14.5K 0.01%
+205
150
$13.4K ﹤0.01%
+362
4 5
6
7 8