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
$2.9B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$24M
3
+$10.8M
4
AAPL icon
Apple
AAPL
+$9.06M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.32M

Top Sells

1
+$43.9M
2
+$7.69M
3
+$6.15M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.13M
5
WMT icon
Walmart
WMT
+$685K

Sector Composition

1 Technology 48.46%
2 Financials 7.95%
3 Consumer Discretionary 7.02%
4 Communication Services 6.28%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-49,646
202
– –
-3,062
203
– –
-6,245
5 6 7 8
9