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
MRVL icon
201
Marvell Technology
MRVL
$277B
$2.48K ﹤0.01%
25
TMO icon
202
Thermo Fisher Scientific
TMO
$179B
$2.46K ﹤0.01%
5
ALC icon
203
Alcon
ALC
$32.4B
$2.41K ﹤0.01%
32
BRK.B icon
204
Berkshire Hathaway Class B
BRK.B
$1.03T
$2.4K ﹤0.01%
5
AMAT icon
205
Applied Materials
AMAT
$400B
$2.39K ﹤0.01%
7
IGIB icon
206
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$2.36K ﹤0.01%
44
ISRG icon
207
Intuitive Surgical
ISRG
$148B
$2.3K ﹤0.01%
5
COR icon
208
Cencora
COR
$52.5B
$2.29K ﹤0.01%
7
BKCH icon
209
Global X Blockchain ETF
BKCH
$370M
$2.27K ﹤0.01%
40
+4
AON icon
210
Aon
AON
$68.6B
$2.26K ﹤0.01%
7
PPL icon
211
PPL Corp
PPL
$26.5B
$2.21K ﹤0.01%
58
J icon
212
Jacobs Solutions
J
$14.5B
$2.16K ﹤0.01%
17
KMB icon
213
Kimberly-Clark
KMB
$31.3B
$2.12K ﹤0.01%
22
VGT icon
214
Vanguard Information Technology ETF
VGT
$149B
$2.1K ﹤0.01%
24
WAT icon
215
Waters Corp
WAT
$37.1B
$2.08K ﹤0.01%
7
+2
IWM icon
216
iShares Russell 2000 ETF
IWM
$79.9B
$2K ﹤0.01%
8
GNRC icon
217
Generac Holdings
GNRC
$16.4B
$1.95K ﹤0.01%
10
IWV icon
218
iShares Russell 3000 ETF
IWV
$19.9B
$1.87K ﹤0.01%
5
VBK icon
219
Vanguard Small-Cap Growth ETF
VBK
$23.9B
$1.82K ﹤0.01%
6
SPYM
220
State Street SPDR Portfolio S&P 500 ETF
SPYM
$147B
$1.77K ﹤0.01%
23
+3
EWY icon
221
iShares MSCI South Korea ETF
EWY
$24.2B
$1.76K ﹤0.01%
14
WEC icon
222
WEC Energy
WEC
$36.1B
$1.74K ﹤0.01%
15
CTAS icon
223
Cintas
CTAS
$72B
$1.69K ﹤0.01%
10
ADSK icon
224
Autodesk
ADSK
$49.2B
$1.68K ﹤0.01%
7
AMTM
225
Amentum Holdings
AMTM
$5.67B
$1.67K ﹤0.01%
64