PWM

Puff Wealth Management Portfolio holdings

AUM $77.4M
1-Year Est. Return 13.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.5M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$592K
3
+$563K
4
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$553K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$454K

Top Sells

1
+$2.15M
2
+$523K
3
+$515K
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$376K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$301K

Sector Composition

1 Technology 13.32%
2 Communication Services 8.47%
3 Consumer Discretionary 4.64%
4 Financials 3.52%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$295K 0.22%
7,054
+29
52
$284K 0.21%
8,470
-64,160
53
$276K 0.2%
265
54
$268K 0.2%
7,054
+5,213
55
$259K 0.19%
258,711
+258,289
56
$242K 0.18%
6,867
-694
57
$239K 0.17%
1,503
+161
58
$234K 0.17%
859
+14
59
$226K 0.16%
+712
60
$224K 0.16%
+363
61
$217K 0.16%
278
-8
62
$211K 0.15%
1,308
-420
63
$210K 0.15%
+1,156
64
$209K 0.15%
+2,139
65
$108K 0.08%
1,179
-122
66
$84.8K 0.06%
13,000
67
$82K 0.06%
2,835
-20
68
$52.3K 0.04%
+52,335
69
$52.3K 0.04%
178
+4
70
$33.2K 0.02%
364
+3
71
$26.9K 0.02%
+133
72
$25.7K 0.02%
+370
73
$20.4K 0.01%
+154
74
$19.6K 0.01%
+413
75
$13.9K 0.01%
131
+2
1 2
3
4 5