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PWM

Perigon Wealth Management Portfolio holdings

AUM $5.51B
1-Year Est. Return 24.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.58M
3
+$1.57M
4
BND icon
Vanguard Total Bond Market
BND
+$1.35M
5
PYPL icon
PayPal
PYPL
+$896K

Top Sells

1
+$5.93M
2
+$4.68M
3
+$3.49M
4
AMZN icon
Amazon
AMZN
+$3.29M
5
META icon
Meta Platforms (Facebook)
META
+$3.13M

Sector Composition

1 Healthcare 14.88%
2 Financials 11.9%
3 Technology 10.88%
4 Communication Services 9.36%
5 Consumer Discretionary 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
23
602
$2K ﹤0.01%
+150
603
$2K ﹤0.01%
+75
604
$2K ﹤0.01%
+20
605
$1K ﹤0.01%
+30
606
$1K ﹤0.01%
30
-35
607
$1K ﹤0.01%
+37
608
$1K ﹤0.01%
+100
609
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13
610
$1K ﹤0.01%
1
611
$1K ﹤0.01%
100
-45,472
612
$1K ﹤0.01%
+32
613
$1K ﹤0.01%
+1
614
$1K ﹤0.01%
+80
615
$1K ﹤0.01%
+15
616
$1K ﹤0.01%
+13
617
$1K ﹤0.01%
33
618
$1K ﹤0.01%
12
619
$1K ﹤0.01%
+62
620
$1K ﹤0.01%
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621
$1K ﹤0.01%
40
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622
$1K ﹤0.01%
+144
623
$1K ﹤0.01%
63
624
– –
0
625
$1K ﹤0.01%
+100
23 24
25
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