StockDriftsStockDriftsTop 50 Prw Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.21% | 108.1K | $45.1M | +44.23%(+33.16K) | — | 2023-09-30 | |
| VUG | VANGUARD INDEX FDS | 9.11% | 89.8K | $23.9M | +67.95%(+36.33K) | — | 2023-09-30 | |
| EFA | ISHARES TR | 5.88% | 231.5K | $15.4M | +323.99%(+176.90K) | — | 2023-09-30 | |
| QQQ | INVESCO QQQ TR | 5.12% | 38.4K | $13.4M | -1.60%(-626) | — | 2023-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.6% | 90.6K | $12.1M | -7.35%(-7.19K) | — | 2023-09-30 | |
| MINT | PIMCO ETF TR | 3.85% | 101.0K | $10.1M | +16.96%(+14.64K) | — | 2023-09-30 | |
| AGG | ISHARES TR | 3.75% | 106.5K | $9.8M | +713.18%(+93.43K) | — | 2023-09-30 | |
| YJUN | FIRST TR EXCHNG TRADED FD VI | 3.21% | 433.3K | $8.4M | -49.77%(-429.33K) | — | 2023-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.18% | 166.0K | $8.3M | +8.03%(+12.34K) | — | 2023-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.06% | 160.1K | $8.0M | +5.90%(+8.92K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Prw Wealth Management Llc reports $262.30M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.2%), VUG (9.1%) and EFA (5.9%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prw Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1760472). View Prw Wealth Management Llc’s 13F filings on SEC