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PWM
Partnership Wealth Management Portfolio holdings
AUM
$148M
1-Year Est. Return
31.4%
This Fund
S&P 500
This Quarter
Est. Return
+5.89%
1 Year Est. Return
+31.4%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$124M
AUM Growth
+$5.71M
(+4.8%)
Cap. Flow
+$710K
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
60.85%
Holding
72
New
–
Increased
18
Reduced
10
Closed
3
Top Buys
| 1 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.45M |
| 2 |
Illumina
ILMN
|
+$512K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$353K |
| 4 |
Estee Lauder
EL
|
+$106K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$62.7K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$913K |
| 2 |
Entergy
ETR
|
+$427K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$235K |
| 4 |
Campbell Soup
CPB
|
+$208K |
| 5 |
HBI
Hanesbrands
HBI
|
+$61.6K |
Sector Composition
| 1 | Healthcare | 21.73% |
| 2 | Technology | 6.74% |
| 3 | Consumer Staples | 6.64% |
| 4 | Industrials | 6.16% |
| 5 | Utilities | 2.96% |
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