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
$347M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$1.51M
3
+$1.33M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$997K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$678K

Top Sells

1
+$88K
2
+$63.3K
3
+$62.7K
4
BA icon
Boeing
BA
+$41.9K
5
VTV icon
Vanguard Value ETF
VTV
+$41.1K

Sector Composition

1 Technology 3.91%
2 Financials 2.51%
3 Communication Services 2.1%
4 Consumer Discretionary 1.97%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.21K ﹤0.01%
+36
177
$2.21K ﹤0.01%
50
178
$2.02K ﹤0.01%
67
179
$1.97K ﹤0.01%
6
+1
180
$1.94K ﹤0.01%
14
+2
181
$1.94K ﹤0.01%
8
-133
182
$1.9K ﹤0.01%
5
-71
183
$1.78K ﹤0.01%
6
-88
184
$1.7K ﹤0.01%
+127
185
$1.57K ﹤0.01%
23
-369
186
$1.51K ﹤0.01%
11
-179
187
$1.43K ﹤0.01%
+10
188
$1.43K ﹤0.01%
10
-154
189
$1.28K ﹤0.01%
23
-8
190
$1.19K ﹤0.01%
12
-203
191
$1.18K ﹤0.01%
15
+4
192
$1.15K ﹤0.01%
20
+5
193
$1.06K ﹤0.01%
+61
194
$1.05K ﹤0.01%
8
-128
195
$1.04K ﹤0.01%
4
-74
196
$1K ﹤0.01%
20
+4
197
$1K ﹤0.01%
7
-115
198
$1K ﹤0.01%
10
+2
199
$961 ﹤0.01%
12
+6
200
$916 ﹤0.01%
46
-746
6 7
8
9 10