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
551
$208K 0.01%
+5,707
552
$207K 0.01%
1,766
-2,041
553
$207K 0.01%
+420
554
$206K 0.01%
+541
555
$205K 0.01%
+1,128
556
$203K 0.01%
3,054
-181
557
$201K 0.01%
+1,758
558
$193K 0.01%
54,193
559
$191K 0.01%
+13,615
560
$137K 0.01%
13,594
+187
561
$114K 0.01%
+18,500
562
$110K 0.01%
372
-73
563
$107K 0.01%
10,560
564
$106K 0.01%
1,677
-437
565
$97K 0.01%
18,000
-615
566
$97K 0.01%
2,090
+20
567
$91K 0.01%
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568
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569
$85K 0.01%
+2,729
570
$72K 0.01%
26,571
+800
571
$50K ﹤0.01%
+12,693
572
$43K ﹤0.01%
+10,434
573
$29K ﹤0.01%
11,337
+367
574
-3,874
575
-3,364