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
51
$481K 0.55%
3,044
52
$474K 0.54%
11,227
53
$457K 0.52%
18,296
54
$451K 0.51%
4,710
55
$424K 0.48%
2,836
56
$423K 0.48%
5,448
-250
57
$416K 0.47%
1,352
58
$409K 0.47%
4,516
-503
59
$407K 0.46%
29,592
60
$392K 0.45%
20,085
61
$390K 0.44%
1,556
62
$384K 0.44%
2,276
63
$377K 0.43%
5,281
64
$373K 0.42%
1,217
65
$369K 0.42%
2,392
66
$369K 0.42%
657
67
$364K 0.41%
13,061
68
$360K 0.41%
9,358
-130
69
$357K 0.41%
2,121
70
$351K 0.4%
2,307
71
$348K 0.4%
3,009
72
$333K 0.38%
2,173
73
$321K 0.37%
970
74
$320K 0.36%
1,368
75
$308K 0.35%
8,255
-135
1 2
3
4 5