PWM

Partners Wealth Management Portfolio holdings

AUM $95.7M
1-Year Est. Return 13.97%
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.8M
AUM Growth
-$356K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$23.6K
2
+$2.01K
3
+$1.98K
4
HCMT icon
Direxion HCM Tactical Enhanced US ETF
HCMT
+$367

Top Sells

1
+$827K
2
+$201K
3
+$201K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.6K
5
NVDA icon
NVIDIA
NVDA
+$22K

Sector Composition

1 Technology 13.98%
2 Financials 8.21%
3 Consumer Staples 4.59%
4 Healthcare 4.2%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$971K 1.11%
20,658
27
$966K 1.1%
25,621
28
$954K 1.09%
3,913
29
$946K 1.08%
10,547
30
$945K 1.08%
2,000
31
$911K 1.04%
15,231
32
$888K 1.01%
33,415
33
$882K 1%
26,174
34
$871K 0.99%
17,511
-234
35
$840K 0.96%
24,852
36
$832K 0.95%
21,601
37
$821K 0.93%
15,995
38
$771K 0.88%
9,376
39
$768K 0.87%
10,686
40
$754K 0.86%
15,255
-101
41
$712K 0.81%
24,105
42
$665K 0.76%
8,716
43
$639K 0.73%
6,400
-28
44
$633K 0.72%
7,124
45
$595K 0.68%
8,307
46
$581K 0.66%
18,520
47
$552K 0.63%
6,012
48
$539K 0.61%
21,536
49
$505K 0.57%
4,205
50
$503K 0.57%
8,561
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