PWM
Proathlete Wealth Management Portfolio holdings
AUM $274M
AUM
$274M
AUM Growth
+$8.85M (+3%)
Cap. Flow
+$20.9M
Cap. Flow % of AUM
7.63%
Top 10 Holdings %Top 10 Hldgs %
72.05%
Holding
212
New
152
Increased
46
Reduced
4
Closed
–
Top Buys
| 1 | $3.48M | |
| 2 | $1.45M | |
| 3 | $1.28M | |
| 4 | $1.19M | |
| 5 | $1.18M |
Top Sells
| 1 | $10.9K | |
| 2 | $7.45K | |
| 3 | $6.61K | |
| 4 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $85 | 0% | 3 | New | +$85 | |||
| $44 | 0% | 21 | New | +$44 | |||
| $29 | 0% | 9 | New | +$29 | |||
| $0 | 0% | 5 | New | – | |||
| $0 | 0% | 12 | New | – |
