PWP
Perfromance Wealth Partners Portfolio holdings
AUM
$3.13B
This Quarter Return
-9.06%
1 Year Return
+17.46%
3 Year Return
+99.47%
5 Year Return
–
10 Year Return
–
AUM
$2.8B
AUM Growth
+$2.8B
(-10%)
Cap. Flow
-$15.8M
Cap. Flow
% of AUM
-0.57%
Top 10 Holdings %
Top 10 Hldgs %
83.63%
Holding
195
New
10
Increased
60
Reduced
68
Closed
23
Top Buys
| 1 |
GE Vernova
GEV
|
$6.66M |
| 2 |
Meta Platforms (Facebook)
META
|
$5.7M |
| 3 |
KKR & Co
KKR
|
$5.28M |
| 4 |
Goldman Sachs
GS
|
$4.79M |
| 5 |
Oracle
ORCL
|
$4.5M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$29.8M |
| 2 |
Walmart
WMT
|
$17.3M |
| 3 |
Apple
AAPL
|
$9.72M |
| 4 |
Vertiv
VRT
|
$4.16M |
| 5 |
Triple Flag Precious Metals
TFPM
|
$1.03M |
Sector Composition
| 1 | Technology | 46.88% |
| 2 | Financials | 10.46% |
| 3 | Consumer Discretionary | 7.39% |
| 4 | Communication Services | 6.39% |
| 5 | Consumer Staples | 3.09% |
