PWAM
Papamarkou Wellner Asset Management Portfolio holdings
AUM
$151M
This Quarter Return
+2.93%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.29%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$19.5M |
| 2 |
Microsoft
MSFT
|
$10.5M |
| 3 |
NVIDIA
NVDA
|
$10.4M |
| 4 |
Amazon
AMZN
|
$7.88M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$6.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 34.36% |
| 2 | Financials | 16.46% |
| 3 | Healthcare | 10% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Communication Services | 8.4% |
