PWM

Partners Wealth Management Portfolio holdings

AUM $101M
1-Year Est. Return 13.95%
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.89M
3
+$3.85M
4
MSFT icon
Microsoft
MSFT
+$2.35M
5
LLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.58%
+6,200
52
$506K 0.58%
+5,538
53
$466K 0.53%
+3,065
54
$458K 0.52%
+8,761
55
$438K 0.5%
+4,710
56
$436K 0.5%
+1,352
57
$430K 0.49%
+13,672
58
$428K 0.49%
+16,774
59
$428K 0.49%
+4,802
60
$427K 0.49%
+11,172
61
$418K 0.48%
+4,205
62
$389K 0.44%
+3,229
63
$383K 0.44%
+654
64
$379K 0.43%
+2,307
65
$378K 0.43%
+3,009
66
$364K 0.41%
+26,099
67
$363K 0.41%
+5,169
68
$361K 0.41%
+2,482
69
$357K 0.41%
+13,061
70
$356K 0.41%
+1,217
71
$352K 0.4%
+970
72
$347K 0.39%
+18,693
73
$342K 0.39%
+1,556
74
$337K 0.38%
+1,366
75
$327K 0.37%
+841
1 2
3
4 5