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
$859M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.65M
3
+$2.49M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.36M
5
AMZN icon
Amazon
AMZN
+$2.35M

Top Sells

1
+$20.2M
2
+$3.14M
3
+$2.82M
4
RTX icon
RTX Corp
RTX
+$2.04M
5
BX icon
Blackstone
BX
+$1.32M

Sector Composition

1 Technology 19.48%
2 Industrials 11.57%
3 Financials 8.24%
4 Consumer Discretionary 7.76%
5 Healthcare 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$32K ﹤0.01%
+333
877
$32K ﹤0.01%
+185
878
$31K ﹤0.01%
+210
879
$31K ﹤0.01%
+1,076
880
$31K ﹤0.01%
+500
881
$31K ﹤0.01%
+190
882
$31K ﹤0.01%
+761
883
$31K ﹤0.01%
+852
884
$31K ﹤0.01%
+864
885
$31K ﹤0.01%
+260
886
$31K ﹤0.01%
+755
887
$31K ﹤0.01%
+143
888
$31K ﹤0.01%
+204
889
$30K ﹤0.01%
+1,126
890
$30K ﹤0.01%
+6,707
891
$30K ﹤0.01%
+878
892
$30K ﹤0.01%
+770
893
$30K ﹤0.01%
+722
894
$30K ﹤0.01%
+1,000
895
$29K ﹤0.01%
+4,359
896
$29K ﹤0.01%
+516
897
$29K ﹤0.01%
+3,663
898
$29K ﹤0.01%
+122
899
$29K ﹤0.01%
+305
900
$29K ﹤0.01%
+755
34 35
36
37 38