PWM

Proathlete Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 16.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$3.66M
2
+$1.58M
3
+$1.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.25M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.2M

Top Sells

1
+$11.8K
2
+$8.06K
3
+$7.73K
4
MA icon
Mastercard
MA
+$544

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
151
$13.1K ﹤0.01%
+137
152
$12.9K ﹤0.01%
+297
153
$12.4K ﹤0.01%
+133
154
$11.8K ﹤0.01%
+99
155
$11.6K ﹤0.01%
+281
156
$11.4K ﹤0.01%
+564
157
$11.4K ﹤0.01%
+43
158
$11.3K ﹤0.01%
+93
159
$10.8K ﹤0.01%
+387
160
$9.71K ﹤0.01%
+93
161
$9.57K ﹤0.01%
+274
162
$9.54K ﹤0.01%
+174
163
$9.5K ﹤0.01%
+186
164
$9.36K ﹤0.01%
+93
165
$8.36K ﹤0.01%
+76
166
$8.24K ﹤0.01%
+359
167
$8.23K ﹤0.01%
+79
168
$7.96K ﹤0.01%
+60
169
$5.13K ﹤0.01%
+1,879
170
$4.98K ﹤0.01%
+150
171
$4.76K ﹤0.01%
+77
172
$4.72K ﹤0.01%
+56
173
$3.5K ﹤0.01%
+154
174
$2.62K ﹤0.01%
+25
175
$2.13K ﹤0.01%
+67
5 6
7
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