PBMares Wealth Management LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for PBMares Wealth Management LLC, 82% allocated to ETF.
- Top Sector
- ETF (82%)
- US Exposure
- 100%
- Countries
- 5
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
52 industries across all sectors
Filter by Sector
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Market Cap Distribution
No market cap data available
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 16.1 quarters
- Avg. Top 20
- 16 quarters
- Avg. All Positions
- 14.9 quarters
- Median Holding Period
- 17 quarters
- Longest Held
Exxon Mobil CorporationXOM - 23 quarters
Position Sizing & Influence
No data available
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 3.6%
- Value Traded
- $22.34M
- Positions Added
- 8
- Positions Exited
- 4
Historical (Since Q4 2019)
- Avg. Turnover Ratio
- 11.2%
- Avg. Positions Added
- 12
- Avg. Positions Exited
- 8
- Highest Turnover
- 50.0%Q4 2019
- Lowest Turnover
- 2.2%Q2 2023