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
$367M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$1.84M
3 +$1.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$892K

Top Sells

1 +$273K
2 +$149K
3 +$117K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$89.7K
5
BMY icon
Bristol-Myers Squibb
BMY
+$72.4K

Sector Composition

1 Technology 3.86%
2 Financials 2.58%
3 Communication Services 2.16%
4 Consumer Discretionary 1.93%
5 Consumer Staples 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HLT icon
201
Hilton Worldwide
HLT
$78.2B
$3.16K ﹤0.01%
+11
AEP icon
202
American Electric Power
AEP
$73.4B
$3.11K ﹤0.01%
+27
HBAN icon
203
Huntington Bancshares
HBAN
$34.7B
$3.09K ﹤0.01%
+178
TMO icon
204
Thermo Fisher Scientific
TMO
$196B
$2.9K ﹤0.01%
+5
ISRG icon
205
Intuitive Surgical
ISRG
$166B
$2.83K ﹤0.01%
+5
IVE icon
206
iShares S&P 500 Value ETF
IVE
$48.8B
$2.78K ﹤0.01%
13
VTI icon
207
Vanguard Total Stock Market ETF
VTI
$610B
$2.7K ﹤0.01%
8
+2
PCAR icon
208
PACCAR
PCAR
$67.1B
$2.63K ﹤0.01%
+24
ALC icon
209
Alcon
ALC
$39.1B
$2.52K ﹤0.01%
+32
BRK.B icon
210
Berkshire Hathaway Class B
BRK.B
$1.02T
$2.51K ﹤0.01%
+5
AON icon
211
Aon
AON
$71B
$2.47K ﹤0.01%
+7
COR icon
212
Cencora
COR
$62.9B
$2.46K ﹤0.01%
7
CME icon
213
CME Group
CME
$105B
$2.46K ﹤0.01%
+9
IGIB icon
214
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.8B
$2.37K ﹤0.01%
44
+1
BKCH icon
215
Global X Blockchain ETF
BKCH
$271M
$2.3K ﹤0.01%
36
+10
VGT icon
216
Vanguard Information Technology ETF
VGT
$121B
$2.27K ﹤0.01%
3
J icon
217
Jacobs Solutions
J
$15.1B
$2.25K ﹤0.01%
+17
KMB icon
218
Kimberly-Clark
KMB
$32.9B
$2.22K ﹤0.01%
+22
GILD icon
219
Gilead Sciences
GILD
$170B
$2.21K ﹤0.01%
+18
SMH icon
220
VanEck Semiconductor ETF
SMH
$52.2B
$2.17K ﹤0.01%
6
+5
MRVL icon
221
Marvell Technology
MRVL
$127B
$2.12K ﹤0.01%
+25
PATH icon
222
UiPath
PATH
$5.51B
$2.08K ﹤0.01%
127
ADSK icon
223
Autodesk
ADSK
$51.5B
$2.07K ﹤0.01%
+7
CMI icon
224
Cummins
CMI
$87.1B
$2.04K ﹤0.01%
+4
PPL icon
225
PPL Corp
PPL
$29.5B
$2.03K ﹤0.01%
+58