Portfolio (Quarterly)
Guide ↗
POWER WEALTH MANAGEMENT LLC
· CIK 0002001039| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | — | 19,183 | $2.3M | 0.81% | SOLD |
| 2 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 6,375 | $1.3M | 0.47% | SOLD |
| 3 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 36,069 | $1.0M | 0.37% | SOLD |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4,307 | $232K | 0.08% | SOLD |
| 5 | — | IQVIA HLDGS INC | — | 979 | $221K | 0.08% | SOLD |
| 6 | GM | GENERAL MTRS CO | Consumer Cyclical | 2,634 | $214K | 0.07% | SOLD |
| 7 | SPSM | SPDR SERIES TRUST | — | 4,438 | $208K | 0.07% | SOLD |
| 8 | VTRS | VIATRIS INC | Healthcare | 16,073 | $200K | 0.07% | SOLD |
Sector Allocation
Technology
25.9%
Financial Services
20.7%
Consumer Cyclical
16.2%
Communication Services
15.9%
Healthcare
6.7%
Industrials
5.1%
Consumer Defensive
4.6%
Utilities
2.3%
Basic Materials
1.8%
Energy
0.7%