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
$317M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$6.38M
3 +$5.76M
4
AMZN icon
Amazon
AMZN
+$5.62M
5
CERN
Cerner Corp
CERN
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.42%
2 Financials 10.26%
3 Healthcare 8.97%
4 Consumer Staples 5.53%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$658K 0.21%
+16,458