PWM

Patriot Wealth Management Portfolio holdings

AUM $683M
1-Year Est. Return 5.39%
This Quarter Est. Return
1 Year Est. Return
-5.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.8M
3
+$4.08M
4
WT icon
WisdomTree
WT
+$3.53M
5
AMZN icon
Amazon
AMZN
+$3.46M

Top Sells

1
+$8.72M
2
+$4.62M
3
+$3.85M
4
AKAM icon
Akamai
AKAM
+$3.68M
5
CPB icon
Campbell Soup
CPB
+$3.65M

Sector Composition

1 Technology 10.31%
2 Financials 9.49%
3 Healthcare 8.26%
4 Consumer Staples 7.48%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.75M 1.36%
331,777
+235,775
27
$6.58M 1.33%
157,657
+2,259
28
$6.34M 1.28%
225,491
+3,565
29
$6.31M 1.27%
72,579
+35,916
30
$6.18M 1.25%
96,880
+1,351
31
$6.01M 1.21%
69,440
+975
32
$5.89M 1.19%
158,100
+49,320
33
$5.84M 1.18%
70,981
+981
34
$5.83M 1.18%
275,008
+4,101
35
$5.63M 1.14%
40,397
+549
36
$5.55M 1.12%
55,863
+17,190
37
$5.42M 1.09%
203,218
+2,921
38
$5.17M 1.05%
96,174
+3,207
39
$5.09M 1.03%
66,555
+901
40
$5.08M 1.03%
178,620
+2,385
41
$4.96M 1%
162,246
+2,350
42
$4.86M 0.98%
76,194
-57,301
43
$4.8M 0.97%
+118,298
44
$4.73M 0.95%
220,436
+3,105
45
$4.59M 0.93%
40,103
+546
46
$4.18M 0.84%
109,480
+700
47
$4.08M 0.82%
+31,914
48
$4M 0.81%
240,372
+4,487
49
$3.95M 0.8%
77,163
+987
50
$3.91M 0.79%
56,396
+744
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