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
$2.38B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$20.4M
3
+$12.9M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.68M

Top Sells

1
+$32.8M
2
+$20M
3
+$13.5M
4
NKE icon
Nike
NKE
+$7.88M
5
ABT icon
Abbott
ABT
+$7.8M

Sector Composition

1 Technology 41.95%
2 Financials 8.59%
3 Consumer Discretionary 8.39%
4 Communication Services 5.95%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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179
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180
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181
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-14,021
182
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-19,282
183
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-4,737
184
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-7,893
185
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-72,611
186
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-72,512
4 5 6 7
8