PWCM
Processus Wealth & Capital Management Portfolio holdings
AUM
$127M
This Quarter Return
+12.28%
1 Year Return
+15.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.22%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.86M |
| 2 |
Apple
AAPL
|
$7.11M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$5.79M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$5.79M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$4.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 27.11% |
| 2 | Financials | 11.01% |
| 3 | Industrials | 8.36% |
| 4 | Consumer Discretionary | 7.79% |
| 5 | Communication Services | 6.78% |
