PWM
Puff Wealth Management Portfolio holdings
AUM
$61.5M
This Quarter Return
+2.54%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$57.4M
AUM Growth
–
Cap. Flow
+$57.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.96%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.24M |
| 2 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
$2.73M |
| 3 |
Astoria US Quality Kings ETF
ROE
|
$2.72M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$2.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.55M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.97% |
| 2 | Communication Services | 6.89% |
| 3 | Consumer Discretionary | 5.17% |
| 4 | Healthcare | 2.92% |
| 5 | Financials | 2.33% |
