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
51
$253K 0.24%
7,561
+309
52
$236K 0.22%
+286
53
$234K 0.22%
251
-6
54
$231K 0.22%
+422
55
$227K 0.21%
845
-19
56
$206K 0.19%
+1,342
57
$206K 0.19%
1,841
+4
58
$120K 0.11%
+1,301
59
$105K 0.1%
13,000
60
$80.7K 0.08%
+2,855
61
$55.2K 0.05%
+774
62
$52.1K 0.05%
+174
63
$28.3K 0.03%
+361
64
$14.8K 0.01%
+184
65
$11.6K 0.01%
+129
66
$9.95K 0.01%
+89
67
$8.73K 0.01%
+546
68
$5.23K ﹤0.01%
10,000
69
$2.02K ﹤0.01%
+28
70
$1.29K ﹤0.01%
+11
71
$694 ﹤0.01%
+6
72
$623 ﹤0.01%
+15
73
$422 ﹤0.01%
+5
74
$179 ﹤0.01%
+1
75
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