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PWM

Partners Wealth Management Portfolio holdings

AUM $97M
1-Year Est. Return 15.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.06M
3
+$387K
4
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$253K
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$224K

Top Sells

1
+$563K
2
+$473K
3
+$397K
4
ORCL icon
Oracle
ORCL
+$251K
5
AXP icon
American Express
AXP
+$239K

Sector Composition

1 Technology 13.38%
2 Financials 6.44%
3 Energy 4.24%
4 Consumer Staples 3.77%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
76
Lowe's Companies
LOW
$117B
$331K 0.34%
1,403
+15
PEP icon
77
PepsiCo
PEP
$192B
$310K 0.32%
1,998
+68
GILD icon
78
Gilead Sciences
GILD
$159B
$300K 0.31%
2,150
DAL icon
79
Delta Air Lines
DAL
$51.4B
$291K 0.3%
4,384
PSX icon
80
Phillips 66
PSX
$73.5B
$283K 0.29%
1,555
+1
IXG icon
81
iShares Global Financials ETF
IXG
$542M
$281K 0.29%
2,467
GOOGL icon
82
Alphabet (Google) Class A
GOOGL
$4.43T
$281K 0.29%
976
+11
GE icon
83
GE Aerospace
GE
$336B
$278K 0.29%
981
DUK icon
84
Duke Energy
DUK
$95.1B
$274K 0.28%
2,096
-1
SIVR icon
85
abrdn Physical Silver Shares ETF
SIVR
$4.73B
$271K 0.28%
3,785
HD icon
86
Home Depot
HD
$309B
$267K 0.27%
811
HSBC icon
87
HSBC
HSBC
$314B
$260K 0.27%
3,150
VB icon
88
Vanguard Small-Cap ETF
VB
$77.6B
$255K 0.26%
975
+39
GS icon
89
Goldman Sachs
GS
$308B
$254K 0.26%
300
VZ icon
90
Verizon
VZ
$190B
$243K 0.25%
4,846
-1,000
IDMO icon
91
Invesco S&P International Developed Momentum ETF
IDMO
$3.68B
$243K 0.25%
+4,424
V icon
92
Visa
V
$608B
$242K 0.25%
799
-95
SUN icon
93
Sunoco
SUN
$12.3B
$240K 0.25%
+3,696
MA icon
94
Mastercard
MA
$429B
$236K 0.24%
473
+1
SPGI icon
95
S&P Global
SPGI
$123B
$232K 0.24%
545
+19
IJR icon
96
iShares Core S&P Small-Cap ETF
IJR
$104B
$223K 0.23%
1,793
-54
RTX icon
97
RTX Corp
RTX
$241B
$223K 0.23%
1,155
-41
ADP icon
98
Automatic Data Processing
ADP
$91.6B
$221K 0.23%
1,088
GEV icon
99
GE Vernova
GEV
$251B
$217K 0.22%
+249
DIS icon
100
Walt Disney
DIS
$172B
$216K 0.22%
2,246
-100
1 2 3
4
5