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PWM
Puff Wealth Management Portfolio holdings
AUM
$98.1M
This Fund
S&P 500
This Quarter
Est. Return
+2.54%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$57.4M
AUM Growth
–
Cap. Flow
+$61M
Cap. Flow
% of AUM
106.29%
Top 10 Holdings %
Top 10 Hldgs %
47.96%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.93M |
| 2 |
Royal Caribbean
RCL
|
+$3.43M |
| 3 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$2.82M |
| 4 |
Astoria US Quality Kings ETF
ROE
|
+$2.79M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$2.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.97% |
| 2 | Communication Services | 6.89% |
| 3 | Consumer Discretionary | 5.17% |
| 4 | Healthcare | 2.92% |
| 5 | Financials | 2.33% |
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Puff Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Puff Wealth Management, which disclosed 61 positions worth $57.4M. Its ten largest holdings account for 48% of the portfolio.
Its largest position is Apple: 20,908 shares worth $5.24M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Communication Services and Consumer Discretionary.
- Puff Wealth Management's largest Q4 2024 buy was Apple: 20,908 shares worth $5.24M.
- Puff Wealth Management's ten largest holdings make up 48% of its $57.4M portfolio in Q4 2024.
- Puff Wealth Management disclosed 61 positions in Q4 2024, its first 13F filing on record.
Based on Puff Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.