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
$361M
AUM Growth
-$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.54M
3 +$1.24M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$603K

Top Sells

1 +$392K
2 +$305K
3 +$176K
4
MSFT icon
Microsoft
MSFT
+$136K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$122K

Sector Composition

1 Technology 3.28%
2 Financials 2.26%
3 Communication Services 2.02%
4 Consumer Discretionary 1.74%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSK icon
176
GSK
GSK
$103B
$4.36K ﹤0.01%
79
-68
SNY icon
177
Sanofi
SNY
$106B
$4.24K ﹤0.01%
88
SMH icon
178
VanEck Semiconductor ETF
SMH
$70.9B
$4.22K ﹤0.01%
11
+5
KKR icon
179
KKR & Co
KKR
$85.7B
$4.17K ﹤0.01%
45
TFC icon
180
Truist Financial
TFC
$61.3B
$4.09K ﹤0.01%
89
FE icon
181
FirstEnergy
FE
$26.4B
$4.05K ﹤0.01%
80
MGK icon
182
Vanguard Mega Cap Growth ETF
MGK
$34.5B
$4.05K ﹤0.01%
55
DKNG icon
183
DraftKings
DKNG
$12.6B
$4.02K ﹤0.01%
186
TRP icon
184
TC Energy
TRP
$71.8B
$3.88K ﹤0.01%
62
HIMS icon
185
Hims & Hers Health
HIMS
$6.48B
$3.84K ﹤0.01%
185
CMI icon
186
Cummins
CMI
$93.6B
$3.77K ﹤0.01%
7
+3
AEP icon
187
American Electric Power
AEP
$69.5B
$3.54K ﹤0.01%
27
HLT icon
188
Hilton Worldwide
HLT
$77B
$3.34K ﹤0.01%
11
DEO icon
189
Diageo
DEO
$43.9B
$3.2K ﹤0.01%
43
ICE icon
190
Intercontinental Exchange
ICE
$80.3B
$3.15K ﹤0.01%
20
AMCR icon
191
Amcor
AMCR
$17.4B
$3.06K ﹤0.01%
77
BSOL
192
Bitwise Solana Staking ETF
BSOL
$506M
$3.05K ﹤0.01%
276
BDX icon
193
Becton Dickinson
BDX
$41.2B
$2.99K ﹤0.01%
19
HBAN icon
194
Huntington Bancshares
HBAN
$33.5B
$2.79K ﹤0.01%
178
IVE icon
195
iShares S&P 500 Value ETF
IVE
$50.7B
$2.78K ﹤0.01%
13
PCAR icon
196
PACCAR
PCAR
$62.1B
$2.77K ﹤0.01%
24
CME icon
197
CME Group
CME
$92.5B
$2.66K ﹤0.01%
9
SUNB
198
Sunbelt Rentals Holdings
SUNB
$33.6B
$2.6K ﹤0.01%
+40
VTI icon
199
Vanguard Total Stock Market ETF
VTI
$658B
$2.59K ﹤0.01%
8
GILD icon
200
Gilead Sciences
GILD
$160B
$2.51K ﹤0.01%
18