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
101
– –
-1
102
– –
0
103
– –
0
104
– –
-9,641
105
– –
0
106
– –
0
107
– –
0
108
– –
0
109
– –
-10,000
1 2 3 4
5