PW
PUREfi Wealth Portfolio holdings
AUM
$125M
1 Year Est. Return
–
AUM
$100M
AUM Growth
-$2.25M
(-2.2%)
Holding
181
Top Buys
| 1 | +$604K | |
| 2 | +$580K | |
| 3 | +$542K | |
| 4 |
Williams Companies
WMB
|
+$541K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$515K |
Top Sells
| 1 | +$737K | |
| 2 | +$537K | |
| 3 | +$492K | |
| 4 |
3M
MMM
|
+$430K |
| 5 |
Comcast
CMCSA
|
+$401K |
Sector Composition
| 1 | Technology | 18% |
| 2 | Healthcare | 14.55% |
| 3 | Financials | 7.49% |
| 4 | Consumer Staples | 4.72% |
| 5 | Consumer Discretionary | 4.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Range Resources
RRC
$8.81B
| – | – |
-7,500
|
|
||
177
Snowflake
SNOW
$82.4B
| – | – |
-1,330
|
|
||
178
Skyworks Solutions
SWKS
$11.3B
| – | – |
-3,195
|
|
||
179
Sysco
SYY
$38.3B
| – | – |
-3,185
|
|
||
180
Voya Financial
VOYA
$7.13B
| – | – |
-3,907
|
|
||
181
Verizon
VZ
$171B
| – | – |
-8,508
|
|