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
$2.47B
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Sells

1 +$6.88M
2 +$5.92M
3 +$3.28M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.98M
5
UBER icon
Uber
UBER
+$2.79M

Sector Composition

1 Technology 17.17%
2 Financials 6.75%
3 Healthcare 5.98%
4 Industrials 5.86%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$237K 0.01%
+637
677
$236K 0.01%
+5,543
678
$236K 0.01%
6,194
+1,579
679
$236K 0.01%
11,256
-484
680
$235K 0.01%
7,657
-1
681
$235K 0.01%
2,620
-36
682
$234K 0.01%
5,548
-519
683
$234K 0.01%
3,033
-130
684
$232K 0.01%
+4,189
685
$231K 0.01%
2,509
-457
686
$231K 0.01%
1,402
+38
687
$231K 0.01%
18,270
+61
688
$230K 0.01%
1,817
-343
689
$230K 0.01%
11,600
690
$229K 0.01%
2,220
-190
691
$228K 0.01%
1,977
-1,135
692
$227K 0.01%
18,721
+75
693
$227K 0.01%
6,785
-469
694
$226K 0.01%
2,332
-68
695
$226K 0.01%
+3,815
696
$226K 0.01%
9,000
-67
697
$225K 0.01%
11,334
-63,812
698
$224K 0.01%
4,287
+192
699
$222K 0.01%
7,767
-599
700
$221K 0.01%
7,811
+964