PWP

Perfromance Wealth Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
-$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$2.57M
3
+$1.59M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.55M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.44M

Top Sells

1
+$11.9M
2
+$10.5M
3
+$9.59M
4
ZBRA icon
Zebra Technologies
ZBRA
+$5.16M
5
AMZN icon
Amazon
AMZN
+$4.86M

Sector Composition

1 Technology 39.57%
2 Financials 8.83%
3 Consumer Discretionary 7.35%
4 Communication Services 5.04%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$296K 0.02%
1,546
-33
127
$286K 0.02%
3,237
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128
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6,214
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129
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130
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131
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135
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137
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138
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139
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140
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141
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148
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149
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150
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3 4 5
6
7