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
526
$224K 0.02%
1,430
-14
527
$224K 0.02%
+1,564
528
$224K 0.02%
6,080
529
$221K 0.02%
+1,061
530
$221K 0.02%
+4,695
531
$221K 0.02%
+1,125
532
$221K 0.02%
2,381
+15
533
$220K 0.02%
+5,621
534
$219K 0.02%
4,243
+239
535
$218K 0.02%
4,360
+26
536
$217K 0.02%
+1,894
537
$216K 0.02%
+2,669
538
$216K 0.02%
1,458
+46
539
$216K 0.02%
+9,184
540
$212K 0.02%
1,832
+25
541
$211K 0.02%
+1,033
542
$211K 0.02%
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543
$211K 0.02%
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544
$210K 0.02%
3,680
545
$210K 0.02%
+3,163
546
$210K 0.02%
1,826
547
$210K 0.02%
+846
548
$210K 0.02%
+9,764
549
$210K 0.02%
+653
550
$209K 0.01%
5,535
+27