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
$2.55B
AUM Growth
+$786M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1 +$42.9M
2 +$30.8M
3 +$20.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$20.1M
5
MSFT icon
Microsoft
MSFT
+$19.3M

Sector Composition

1 Technology 17.76%
2 Financials 6.61%
3 Industrials 6.07%
4 Healthcare 6.06%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$248K 0.01%
+5,450
677
$244K 0.01%
18,209
678
$244K 0.01%
518
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$242K 0.01%
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$241K 0.01%
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$239K 0.01%
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$226K 0.01%
5,036