PWM
Partners Wealth Management Portfolio holdings
AUM
$87.8M
This Quarter Return
+5.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$87.8M
AUM Growth
-$356K
(-0.4%)
Cap. Flow
-$1.33M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
34.57%
Holding
116
New
–
Increased
4
Reduced
10
Closed
2
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$23.6K |
| 2 |
Ford
F
|
+$2.01K |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$1.98K |
| 4 |
Direxion HCM Tactical Enhanced US ETF
HCMT
|
+$367 |
Top Sells
| 1 |
ProShares Ultra Gold
UGL
|
+$827K |
| 2 |
Bristol-Myers Squibb
BMY
|
+$201K |
| 3 |
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
|
+$201K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$45.6K |
| 5 |
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% |
