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
$1.4B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Sells

1 +$2.34M
2 +$929K
3 +$803K
4
BHP icon
BHP
BHP
+$753K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 20.71%
2 Industrials 9.37%
3 Healthcare 7.35%
4 Financials 7.14%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$246K 0.02%
7,335
+230
502
$246K 0.02%
3,490
-360
503
$245K 0.02%
8,515
-52
504
$242K 0.02%
+4,000
505
$242K 0.02%
689
+33
506
$241K 0.02%
+4,099
507
$240K 0.02%
+8,642
508
$240K 0.02%
+512
509
$239K 0.02%
2,185
510
$239K 0.02%
718
-93
511
$237K 0.02%
5,055
-476
512
$237K 0.02%
+684
513
$236K 0.02%
4,054
-204
514
$235K 0.02%
8,812
-6,626
515
$235K 0.02%
4,759
-563
516
$233K 0.02%
3,610
517
$233K 0.02%
+4,937
518
$232K 0.02%
4,902
+508
519
$232K 0.02%
3,497
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520
$231K 0.02%
352
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521
$231K 0.02%
+1,690
522
$230K 0.02%
+7,686
523
$229K 0.02%
3,104
524
$226K 0.02%
959
-183
525
$224K 0.02%
+132