PWML

Peak Wealth Management LLC Portfolio holdings

AUM $120M
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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$12.7M
3 +$11.5M
4
BND icon
Vanguard Total Bond Market
BND
+$7.36M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.9M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.84%
2 Technology 2.89%
3 Energy 0.7%
4 Consumer Discretionary 0.67%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WU icon
51
Western Union
WU
$3.19B
$97.8K 0.08%
+10,500