PWM
Partners Wealth Management Portfolio holdings
AUM
$87.8M
This Quarter Return
+1.64%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$87.9M
AUM Growth
–
Cap. Flow
+$87.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.7%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.44M |
| 2 |
Adaptive Alpha Opportunities ETF
AGOX
|
$4.89M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$3.85M |
| 4 |
Microsoft
MSFT
|
$2.35M |
| 5 |
Eli Lilly
LLY
|
$2.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.5% |
| 2 | Financials | 7.68% |
| 3 | Consumer Staples | 4.39% |
| 4 | Healthcare | 3.97% |
| 5 | Consumer Discretionary | 3.05% |
