Prw Wealth Management LLC New Holdings in Q3 2023

Prw Wealth Management LLC

  • $263 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
108K
New
$427.76 - $460.18 $46.2M - $49.8M
108K $46.4M
VUG
Vanguard Growth ETF

ETFs
89.8K
New
$269.56 - $293.5 $24.2M - $26.4M
89.8K $24.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
231K
New
$68.56 - $74.46 $15.9M - $17.2M
231K $16M
VTV
Vanguard Value ETF

ETFs
90.6K
New
$137.93 - $147.18 $12.5M - $13.3M
90.6K $12.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
107K
New
$93.85 - $98.43 $10M - $10.5M
107K $10M
YJUN
First Tr Exchange Traded Fd Vi
433K
New
$19.74 - $20.92 $8.55M - $9.06M
433K $8.56M
VEU
Vanguard Ftse All World Ex Us

ETFs
160K
New
$51.66 - $56.47 $8.27M - $9.04M
160K $8.31M
VV
Vanguard Large Cap ETF

ETFs
37.2K
New
$195.09 - $209.59 $7.26M - $7.79M
37.2K $7.28M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
58.5K
New
$108.37 - $120.85 $6.34M - $7.07M
58.5K $6.41M
VTI
Vanguard Total Stock Market Et

ETFs
25.1K
New
$211.41 - $228.35 $5.31M - $5.74M
25.1K $5.34M
IWV
Ishares Russell 3000 ETF

ETFs
10.8K
New
$243.9 - $263.56 $2.64M - $2.85M
10.8K $2.65M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
62.1K
New
$38.76 - $41.28 $2.41M - $2.57M
62.1K $2.41M
IWD
Ishares Russell 1000 Val ETF

ETFs
15.1K
New
$151.73 - $163.56 $2.29M - $2.47M
15.1K $2.29M
EFG
Msci Eafe Growth ETF

ETFs
18.1K
New
$85.55 - $97.39 $1.55M - $1.77M
18.1K $1.56M
XLK
Technology Sector Spdr

ETFs
8.51K
New
$161.97 - $180.26 $1.38M - $1.53M
8.51K $1.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10.9K
New
$115.01 - $127.58 $1.25M - $1.39M
10.9K $1.25M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.64K
New
$263.8 - $285.38 $1.22M - $1.32M
4.64K $1.23M
FNDF
Schwab Fundamental Intl Large

ETFs
30.2K
New
$31.51 - $33.54 $952K - $1.01M
30.2K $956K
VGT
Vanguard Information Technolog

ETFs
2.19K
New
$409.4 - $459.58 $897K - $1.01M
2.19K $909K
VHT
Vanguard Health Care ETF

ETFs
2.3K
New
$235.1 - $250.77 $541K - $578K
2.3K $541K
XLP
Consumer Staples Sector Spdr

ETFs
7.12K
New
$68.8 - $76.1 $490K - $542K
7.12K $490K
XLY
Select Sector Spdr Consumer Di

ETFs
2.94K
New
$158.36 - $176.97 $466K - $521K
2.94K $473K
XLI
Industrial Sector Spdr

ETFs
4.33K
New
$100.74 - $110.75 $437K - $480K
4.33K $439K
VIS
Vanguard Industrial ETF

ETFs
2.2K
New
$193.82 - $212.6 $427K - $468K
2.2K $429K
IWS
Ishares Russell Midcap Value E

ETFs
3.76K
New
$103.48 - $114.68 $389K - $431K
3.76K $392K
IJUL
Innovator Etfs Tr

ETFs
14.7K
New
$25.36 - $26.65 $373K - $392K
14.7K $374K
XLV
Select Sector Spdr Fund Health

ETFs
2.84K
New
$128.74 - $136.24 $366K - $387K
2.84K $365K
IYW
Ishares Dj Us Tech ETF

ETFs
3.45K
New
$103.39 - $113.67 $357K - $393K
3.45K $362K
VCR
Vanguard Consumer Discretionar

ETFs
1.31K
New
$265.85 - $296.58 $347K - $388K
1.31K $352K
XLF
Financial Sector Spdr

ETFs
10.5K
New
$33.17 - $35.6 $347K - $373K
10.5K $347K
VOX
Vanguard Communication Service

ETFs
2.87K
New
$104.27 - $112.62 $300K - $324K
2.87K $302K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.03K
New
$94.27 - $100.74 $286K - $305K
3.03K $287K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.42K
New
$64.45 - $69.39 $285K - $306K
4.42K $284K
VFH
Vanguard Financial ETF

ETFs
3.15K
New
$80.32 - $86.71 $253K - $273K
3.15K $252K
VO
Vanguard Mid Cap ETF

ETFs
1.2K
New
$206.6 - $228.23 $247K - $273K
1.2K $249K
IXUS
Ishares Tr

ETFs
4.01K
New
$59.72 - $65.1 $239K - $261K
4.01K $240K
VDE
Vanguard Energy ETF

ETFs
1.88K
New
$110.08 - $130.52 $207K - $245K
1.88K $238K
IYC
Ishares U.S. Consumer Discreti

ETFs
3.33K
New
$66.15 - $73.83 $220K - $246K
3.33K $222K
Pimco ETF Tr
63K
New
N/A
63K $0
Activity Summary
Buys All Purchases 51 New Holdings 40 Increased Positions 11 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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