PWM

Puff Wealth Management Portfolio holdings

AUM $65.8M
1-Year Est. Return 13.93%
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.6M
AUM Growth
-$780K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$593K
3
+$287K
4
EQT icon
EQT Corp
EQT
+$281K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$270K

Top Sells

1
+$1.52M
2
+$614K
3
+$289K
4
UNH icon
UnitedHealth
UNH
+$273K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$265K

Sector Composition

1 Technology 13.01%
2 Communication Services 6.96%
3 Consumer Discretionary 4.12%
4 Healthcare 3.16%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 0.71%
2,026
+317
27
$713K 0.67%
49,195
+1,249
28
$713K 0.67%
14,531
+166
29
$682K 0.64%
5,144
-66
30
$666K 0.62%
4,309
+1,105
31
$656K 0.61%
31,021
+443
32
$600K 0.56%
23,521
+78
33
$599K 0.56%
2,443
-138
34
$593K 0.56%
+6,335
35
$520K 0.49%
8,878
+10
36
$503K 0.47%
4,228
+59
37
$473K 0.44%
2,127
-405
38
$471K 0.44%
3,017
+44
39
$424K 0.4%
20,921
+313
40
$399K 0.37%
2,385
41
$383K 0.36%
2,728
+2
42
$378K 0.35%
2,972
+3
43
$313K 0.29%
3,136
-18
44
$305K 0.29%
7,025
+14
45
$294K 0.28%
1,728
-3,610
46
$290K 0.27%
791
+58
47
$287K 0.27%
+11,465
48
$281K 0.26%
+5,265
49
$270K 0.25%
+9,641
50
$262K 0.25%
265
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