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
176
$2.02K ﹤0.01%
+7
177
$1.45K ﹤0.01%
+11
178
$1.17K ﹤0.01%
+41
179
$1.02K ﹤0.01%
+50
180
$887 ﹤0.01%
+4
181
$513 ﹤0.01%
+21
182
$386 ﹤0.01%
+2
183
$338 ﹤0.01%
+69
184
$281 ﹤0.01%
+4
185
$278 ﹤0.01%
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186
$277 ﹤0.01%
+4
187
$271 ﹤0.01%
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$264 ﹤0.01%
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200
$91 ﹤0.01%
+32
5 6 7
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