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
$2.06B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.7M
3
+$8.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.12M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.93M

Top Sells

1
+$25.4M
2
+$9.9M
3
+$5.54M
4
AAPL icon
Apple
AAPL
+$3.66M
5
AMZN icon
Amazon
AMZN
+$1.89M

Sector Composition

1 Technology 41.11%
2 Consumer Discretionary 7.87%
3 Financials 7.15%
4 Communication Services 5.72%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$362K 0.02%
5,302
127
$348K 0.02%
11,614
128
$343K 0.02%
6,000
129
$341K 0.02%
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130
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131
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132
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782
133
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134
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135
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136
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137
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138
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139
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140
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3,000
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141
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142
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143
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144
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145
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146
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884
147
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148
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149
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150
$229K 0.01%
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4 5
6
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