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 | |
|---|---|---|---|---|---|---|---|
| $13.1K | 0% | 137 | New | +$13.1K | |||
| $12.9K | 0% | 297 | New | +$12.9K | |||
| $12.4K | 0% | 133 | New | +$12.4K | |||
| $11.8K | 0% | 99 | New | +$11.8K | |||
| $11.6K | 0% | 281 | New | +$11.6K | |||
| $11.4K | 0% | 564 | New | +$11.4K | |||
| $11.4K | 0% | 43 | New | +$11.4K | |||
| $11.3K | 0% | 93 | New | +$11.3K | |||
| $10.8K | 0% | 387 | New | +$10.8K | |||
| $9.71K | 0% | 93 | New | +$9.71K | |||
| $9.57K | 0% | 274 | New | +$9.57K | |||
| $9.54K | 0% | 174 | New | +$9.54K | |||
| $9.5K | 0% | 186 | New | +$9.5K | |||
| $9.36K | 0% | 93 | New | +$9.36K | |||
| $8.36K | 0% | 76 | New | +$8.36K | |||
| $8.24K | 0% | 359 | New | +$8.24K | |||
| $8.23K | 0% | 79 | New | +$8.23K | |||
| $7.96K | 0% | 60 | New | +$7.96K | |||
| $5.13K | 0% | 1,879 | New | +$5.13K | |||
| $4.98K | 0% | 150 | New | +$4.98K | |||
| $4.76K | 0% | 77 | New | +$4.76K | |||
| $4.73K | 0% | 56 | New | +$4.73K | |||
| $3.5K | 0% | 154 | New | +$3.5K | |||
| $2.62K | 0% | 25 | New | +$2.62K | |||
| $2.13K | 0% | 67 | New | +$2.13K |
