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PWM
Partners Wealth Management Portfolio holdings
AUM
$102M
1-Year Est. Return
23.71%
This Fund
S&P 500
This Quarter
Est. Return
+1.64%
1 Year Est. Return
+23.71%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$87.9M
AUM Growth
–
Cap. Flow
+$89.3M
Cap. Flow
% of AUM
101.57%
Top 10 Holdings %
Top 10 Hldgs %
34.7%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$6.06M |
| 2 |
Adaptive Alpha Opportunities ETF
AGOX
|
+$5.21M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$3.93M |
| 4 |
Eli Lilly
LLY
|
+$2.5M |
| 5 |
Microsoft
MSFT
|
+$2.38M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.5% |
| 2 | Financials | 7.68% |
| 3 | Consumer Staples | 4.39% |
| 4 | Healthcare | 3.97% |
| 5 | Consumer Discretionary | 3.05% |
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Partners Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Partners Wealth Management, which disclosed 112 positions worth $87.9M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Apple: 25,734 shares worth $6.44M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Financials and Consumer Staples.
- Partners Wealth Management's largest Q4 2024 buy was Apple: 25,734 shares worth $6.44M.
- Partners Wealth Management's ten largest holdings make up 35% of its $87.9M portfolio in Q4 2024.
- Partners Wealth Management disclosed 112 positions in Q4 2024, its first 13F filing on record.
Based on Partners Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.