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PWM
Puff Wealth Management Portfolio holdings
AUM
$98.1M
This Fund
S&P 500
This Quarter
Est. Return
+13.2%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.1M
AUM Growth
–
Cap. Flow
+$96.2M
Cap. Flow
% of AUM
98.12%
Top 10 Holdings %
Top 10 Hldgs %
43.8%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.44% |
| 2 | Communication Services | 5.09% |
| 3 | Consumer Discretionary | 3.29% |
| 4 | Financials | 2.2% |
| 5 | Healthcare | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$664B
| $210K | 0.21% |
+568
| New | +$203K |
|
|
GRID
77
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.5B
| $204K | 0.21% |
+1,062
| New | +$199K |
|
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