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
76
$13K 0.01%
172
-602
77
$13K 0.01%
+187
78
$10.4K 0.01%
97
+8
79
$7.72K 0.01%
+87
80
$2.5K ﹤0.01%
2,496
+2,468
81
$1.93K ﹤0.01%
+9
82
$1.84K ﹤0.01%
13
+2
83
$712 ﹤0.01%
+5
84
$666 ﹤0.01%
+61
85
$527 ﹤0.01%
+3
86
$470 ﹤0.01%
+20
87
$460 ﹤0.01%
5
88
$430 ﹤0.01%
10
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91
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92
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4
5