PWM
Partners Wealth Management Portfolio holdings
AUM
$87.8M
This Quarter Return
+0.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$88.2M
AUM Growth
+$291K
(+0.33%)
Cap. Flow
+$963K
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
34.27%
Holding
120
New
8
Increased
43
Reduced
35
Closed
4
Top Buys
| 1 |
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
|
$314K |
| 2 |
ProShares Ultra Gold
UGL
|
$270K |
| 3 |
AbbVie
ABBV
|
$235K |
| 4 |
Gilead Sciences
GILD
|
$234K |
| 5 |
Tractor Supply
TSCO
|
$206K |
Top Sells
Sector Composition
| 1 | Technology | 13.71% |
| 2 | Financials | 8.18% |
| 3 | Consumer Staples | 4.58% |
| 4 | Healthcare | 4.53% |
| 5 | Energy | 3.24% |
