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PWCM

Processus Wealth & Capital Management Portfolio holdings

AUM $147M
1-Year Est. Return 35.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$496K
3
+$423K
4
CVX icon
Chevron
CVX
+$198K
5
AMAT icon
Applied Materials
AMAT
+$162K

Top Sells

1
+$843K
2
+$483K
3
+$464K
4
CRM icon
Salesforce
CRM
+$259K
5
FDX icon
FedEx
FDX
+$236K

Sector Composition

1 Technology 33.98%
2 Financials 13.56%
3 Industrials 8.57%
4 Communication Services 8.38%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.48%
2,805
+63
27
$2.04M 1.47%
3,739
+52
28
$1.72M 1.23%
11,066
+1,281
29
$1.35M 0.97%
12,043
+447
30
$1.16M 0.83%
13,817
-22
31
$1.01M 0.72%
8,355
-4,198
32
$675K 0.48%
4,810
+88
33
$516K 0.37%
+11,759
34
$447K 0.32%
2,164
-2,309
35
$436K 0.31%
+10,214
1
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