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
101
$213K 0.24%
+1,278
102
$213K 0.24%
+4,015
103
$213K 0.24%
+1,883
104
$212K 0.24%
+8,776
105
$209K 0.24%
+10,685
106
$206K 0.23%
+8,140
107
$206K 0.23%
+1,100
108
$206K 0.23%
+360
109
$206K 0.23%
+7,760
110
$200K 0.23%
+11,282
111
$127K 0.14%
+12,821
112
$22.1K 0.03%
+10,395
1 2 3 4
5