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
1
$5.75M 6.54%
25,757
2
$4.48M 5.1%
8,404
3
$4.46M 5.08%
183,122
4
$2.34M 2.66%
2,904
5
$2.32M 2.64%
81,488
6
$2.27M 2.59%
304,637
-2,164
7
$2.23M 2.54%
11,720
8
$2.2M 2.5%
7,183
9
$2.18M 2.48%
147,389
10
$2.13M 2.42%
5,573
11
$1.64M 1.86%
12,567
12
$1.62M 1.84%
33,054
13
$1.46M 1.66%
12,278
14
$1.45M 1.65%
7,551
15
$1.44M 1.63%
40,916
16
$1.39M 1.58%
14,871
17
$1.34M 1.52%
2,588
18
$1.33M 1.52%
59,262
19
$1.31M 1.49%
13,047
20
$1.25M 1.43%
33,265
21
$1.06M 1.21%
9,614
-200
22
$1.01M 1.15%
5,924
23
$1.01M 1.15%
21,783
24
$997K 1.14%
14,869
25
$988K 1.13%
21,180
1
2 3 4 5