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
$2.48B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$756M
2 +$319M
3 +$193M
4
MSFT icon
Microsoft
MSFT
+$147M
5
GOOG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$201K 0.01%
+5,145
177
$192K 0.01%
+757
178
$138K 0.01%
+10,000