PWM

Perigon Wealth Management Portfolio holdings

AUM $5.59B
1-Year Est. Return 22.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.17M
3 +$1.12M
4
CAT icon
Caterpillar
CAT
+$990K
5
ITW icon
Illinois Tool Works
ITW
+$955K

Top Sells

1 +$2.81M
2 +$2.32M
3 +$1.59M
4
IBM icon
IBM
IBM
+$1.57M
5
PYPL icon
PayPal
PYPL
+$1.42M

Sector Composition

1 Healthcare 14.08%
2 Technology 12.62%
3 Financials 10.59%
4 Communication Services 9.13%
5 Industrials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-52
652
-4,000