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
$3.06B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1 +$62.1M
2 +$28.1M
3 +$19.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.4M
5
MA icon
Mastercard
MA
+$15.1M

Sector Composition

1 Technology 18.96%
2 Financials 7.37%
3 Consumer Discretionary 5.96%
4 Healthcare 5.68%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
-8,357
877
-14,464
878
-2,902