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
76
$307K 0.35%
841
77
$305K 0.35%
3,505
78
$304K 0.35%
969
79
$293K 0.33%
11,489
80
$293K 0.33%
11,604
81
$293K 0.33%
11,593
82
$292K 0.33%
2,413
83
$289K 0.33%
3,161
84
$289K 0.33%
1,004
+82
85
$286K 0.33%
1,285
86
$280K 0.32%
510
87
$278K 0.32%
802
88
$273K 0.31%
2,586
89
$269K 0.31%
527
90
$261K 0.3%
2,874
91
$258K 0.29%
2,646
92
$258K 0.29%
6,077
93
$256K 0.29%
1,257
94
$254K 0.29%
2,467
95
$251K 0.29%
1,954
-6,446
96
$248K 0.28%
1,883
97
$248K 0.28%
439
98
$238K 0.27%
7,784
+12
99
$232K 0.26%
2,089
100
$231K 0.26%
1,122
1 2 3
4
5