AMPWP

Alvarez & Marsal Private Wealth Partners Portfolio holdings

AUM $521M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$70.6M
2 +$59.3M
3 +$57.5M
4
QLTY icon
GMO US Quality ETF
QLTY
+$35.8M
5
MSFT icon
Microsoft
MSFT
+$35.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.93%
2 Technology 9.14%
3 Communication Services 7.81%
4 Industrials 6.49%
5 Energy 1.15%