SPWM
Straight Path Wealth Management Portfolio holdings
AUM
$295M
This Quarter Return
+1.95%
1 Year Return
+26.85%
3 Year Return
+73.64%
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+9.3%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
7.06%
Top 10 Holdings %
Top 10 Hldgs %
67.82%
Holding
100
New
10
Increased
56
Reduced
14
Closed
4
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$974K |
| 2 |
iShares Core High Dividend ETF
HDV
|
$783K |
| 3 |
XPO
XPO
|
$781K |
| 4 |
GXO Logistics
GXO
|
$488K |
| 5 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
$347K |
Sector Composition
| 1 | Consumer Discretionary | 13.31% |
| 2 | Technology | 1.59% |
| 3 | Healthcare | 1.43% |
| 4 | Energy | 0.89% |
| 5 | Financials | 0.87% |
