PWM

Penobscot Wealth Management Portfolio holdings

AUM $279M
1-Year Est. Return 11.74%
This Quarter Est. Return
1 Year Est. Return
+11.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$989K
3 +$840K
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$790K
5
VHT icon
Vanguard Health Care ETF
VHT
+$752K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.13%
3 Consumer Staples 0.45%
4 Industrials 0.35%
5 Communication Services 0.29%