PWM

PRW Wealth Management Portfolio holdings

AUM $262M
1-Year Est. Return 22.62%
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$4.27M
3 +$2.79M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.19M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.86M

Sector Composition

1 Technology 3.87%
2 Financials 3.8%
3 Consumer Discretionary 3.66%
4 Energy 2.06%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,150