PWP
Perfromance Wealth Partners Portfolio holdings
AUM
$3.13B
This Quarter Return
+14.31%
1 Year Return
+17.46%
3 Year Return
+99.47%
5 Year Return
–
10 Year Return
–
AUM
$2.48B
AUM Growth
–
Cap. Flow
+$2.48B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.76%
Holding
180
New
178
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$756M |
| 2 |
Vanguard Growth ETF
VUG
|
$319M |
| 3 |
Amazon
AMZN
|
$193M |
| 4 |
Microsoft
MSFT
|
$147M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$131M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 43.32% |
| 2 | Consumer Discretionary | 11.27% |
| 3 | Financials | 10.33% |
| 4 | Communication Services | 7.15% |
| 5 | Healthcare | 3.77% |
