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
101
$228K 0.26%
2,666
102
$225K 0.26%
9,340
103
$217K 0.25%
371
104
$217K 0.25%
15,858
105
$215K 0.24%
2,849
106
$213K 0.24%
8,776
107
$209K 0.24%
4,325
+41
108
$209K 0.24%
11,135
109
$208K 0.24%
6,530
110
$206K 0.23%
3,735
111
$203K 0.23%
2,047
112
$199K 0.23%
11,282
113
$140K 0.16%
14,105
+202
114
$13.6K 0.02%
10,395
115
– –
-5,868
116
– –
-3,300
1 2 3 4
5