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
$57.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.73M
3
+$2.72M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.6M
5
META icon
Meta Platforms (Facebook)
META
+$2.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.97%
2 Communication Services 6.89%
3 Consumer Discretionary 5.17%
4 Healthcare 2.92%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.4%
+2,570
52
$227K 0.4%
+387
53
$219K 0.38%
+1,837
54
$208K 0.36%
+6,645
55
$208K 0.36%
+1,242
56
$206K 0.36%
+2,963
57
$203K 0.35%
+345
58
$121K 0.21%
+13,000
59
$66.9K 0.12%
+15,483
60
$12.7K 0.02%
+10,000
1 2
3