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
$1.76B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
743
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.3%
2 Industrials 7.01%
3 Financials 6.69%
4 Healthcare 5.75%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-12,124
727
-2,237
728
-7,659
729
-2,530
730
-15,983
731
-10,665
732
-2,444
733
-6,269
734
-733
735
-3,192
736
-3,476
737
-6,860
738
-2,920
739
-12,359
740
-12,539
741
-11,021