PPWM
Paragon Private Wealth Management Portfolio holdings
AUM
$251M
This Quarter Return
-3.83%
1 Year Return
+18.96%
3 Year Return
+67.68%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(-3.7%)
Cap. Flow
+$548K
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
29.92%
Holding
135
New
6
Increased
65
Reduced
35
Closed
10
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 14.78% |
| 2 | Industrials | 6.16% |
| 3 | Consumer Discretionary | 5.58% |
| 4 | Healthcare | 5.16% |
| 5 | Financials | 4.7% |
