PWPL

Ponta Wealth Partners, LLC Portfolio holdings

AUM $107M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$8.85M
2 +$8.07M
3 +$6.46M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.4M
5
AMZN icon
Amazon
AMZN
+$4.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.73%
2 Financials 12.36%
3 Communication Services 10.99%
4 Consumer Discretionary 6.95%
5 Industrials 5.81%