PWM

Perigon Wealth Management Portfolio holdings

AUM $4.9B
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$3.8M
3
+$2.21M
4
PYPL icon
PayPal
PYPL
+$1.42M
5
CB icon
Chubb
CB
+$1.29M

Top Sells

1
+$5.8M
2
+$3.8M
3
+$2.7M
4
F icon
Ford
F
+$2.06M
5
PX
Praxair Inc
PX
+$1.22M

Sector Composition

1 Technology 13.6%
2 Healthcare 13.48%
3 Financials 10.99%
4 Communication Services 9.4%
5 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K ﹤0.01%
400
-319
477
$18K ﹤0.01%
200
478
$18K ﹤0.01%
+349
479
$18K ﹤0.01%
330
-104
480
$17K ﹤0.01%
178
+61
481
$17K ﹤0.01%
645
482
$17K ﹤0.01%
399
483
$17K ﹤0.01%
1,000
484
$17K ﹤0.01%
565
485
$16K ﹤0.01%
216
+52
486
$16K ﹤0.01%
1,804
487
$16K ﹤0.01%
320
+10
488
$15K ﹤0.01%
404
489
$15K ﹤0.01%
+165
490
$15K ﹤0.01%
276
491
$14K ﹤0.01%
+281
492
$14K ﹤0.01%
+282
493
$14K ﹤0.01%
440
494
$14K ﹤0.01%
946
495
$14K ﹤0.01%
227
496
$14K ﹤0.01%
867
497
$14K ﹤0.01%
105
498
$14K ﹤0.01%
194
-190
499
$13K ﹤0.01%
388
500
$13K ﹤0.01%
220
18 19
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