PWM
Puff Wealth Management Portfolio holdings
AUM
$65.8M
1-Year Est. Return
13.93%
1 Year Est. Return
+13.93%
AUM
$61.5M
AUM Growth
+$4.89M
(+8.6%)
Holding
109
Top Buys
| 1 | +$1.84M | |
| 2 | +$592K | |
| 3 | +$563K | |
| 4 |
DoubleLine Mortgage ETF
DMBS
|
+$553K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$454K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$523K | |
| 3 | +$515K | |
| 4 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$376K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
KKR & Co
KKR
$105B
| – | – |
-6
|
|
||
102
KeyCorp
KEY
$18.4B
| – | – |
-546
|
|
||
103
Fifth Third Bancorp
FITB
$26.4B
| – | – |
0
|
|
||
104
F&G Annuities & Life
FG
$3.91B
| – | – |
0
|
|
||
105
EQT Corp
EQT
$33.2B
| – | – |
-5,265
|
|
||
106
Affiliated Managers Group
AMG
$6.64B
| – | – |
0
|
|
||
107
Assurant
AIZ
$10.5B
| – | – |
0
|
|
||
108
American Financial Group
AFG
$11B
| – | – |
0
|
|
||
109
Arch Capital
ACGL
$32.2B
| – | – |
0
|
|