Portfolio (Quarterly)
Guide ↗
PUFF WEALTH MANAGEMENT, LLC
· CIK 0002052736| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | TSLA | TESLA INC | Consumer Cyclical | 756.0 | $318K | 0.32% | +8.0 | +1.1% | $420.60 | -16.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.9%
Financial Services
15.5%
Communication Services
13.7%
Consumer Cyclical
12.1%
Healthcare
6.6%
Energy
3.8%
Industrials
2.5%
Consumer Defensive
0.9%