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
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