PWM

Partnership Wealth Management Portfolio holdings

AUM $130M
1-Year Est. Return 7.56%
This Quarter Est. Return
1 Year Est. Return
+7.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Sells

1 +$20.9M
2 +$593K
3 +$290K
4
MRK icon
Merck
MRK
+$227K
5
CARR icon
Carrier Global
CARR
+$203K

Sector Composition

1 Healthcare 21.53%
2 Consumer Staples 6.85%
3 Technology 6.47%
4 Industrials 5.86%
5 Energy 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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188
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