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
in Stake 		Capital Flow
1
$4.62M 4.33%
20,805
-103
2
$2.62M 2.45%
38,340
+2,961
3
$2.61M 2.45%
69,653
+3,133
4
$2.6M 2.44%
51,733
+109
5
$2.5M 2.34%
85,326
-3,999
6
$2.49M 2.33%
4,316
-37
7
$2.41M 2.26%
72,630
-5,156
8
$2.22M 2.08%
25,156
-153
9
$2.05M 1.92%
82,802
+1,079
10
$2.04M 1.91%
10,711
+174
11
$1.91M 1.79%
+81,789
12
$1.77M 1.66%
62,023
-52
13
$1.55M 1.45%
14,274
+1,088
14
$1.17M 1.1%
25,667
+208
15
$1.08M 1.01%
61,269
+421
16
$1.04M 0.97%
79,065
+300
17
$1.03M 0.97%
47,128
+443
18
$1M 0.94%
27,526
-7,282
19
$977K 0.92%
32,148
+2,030
20
$922K 0.86%
10,287
+807
21
$869K 0.81%
4,148
-414
22
$827K 0.78%
2,360
+84
23
$799K 0.75%
18,421
+2,613
24
$794K 0.74%
14,705
+842
25
$762K 0.71%
15,078
+654
1
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