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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
626
$1K ﹤0.01%
85
627
$1K ﹤0.01%
+2
628
$1K ﹤0.01%
12
-36
629
$1K ﹤0.01%
+1
630
$1K ﹤0.01%
+2
631
$1K ﹤0.01%
+2
632
$1K ﹤0.01%
+14
633
$1K ﹤0.01%
+141
634
$1K ﹤0.01%
57
635
– –
-6,700
636
$0 ﹤0.01%
+19
637
– –
-1,600
638
– –
-57
639
$0 ﹤0.01%
+19
640
– –
-4,570
641
– –
-5,369
642
– –
-3,875
643
– –
-9,350
644
– –
-278
645
– –
-46
646
– –
-308
647
– –
-152
648
– –
-375
649
$0 ﹤0.01%
+25
650
– –
-424
24 25
26
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