PWM
Perigon Wealth Management Portfolio holdings
AUM
$5.59B
1-Year Est. Return
22.31%
This Fund
S&P 500
1 Year Est. Return
+22.31%
AUM
$5.59B
AUM Growth
+$685M
(+14%)
Holding
1,362
Top Buys
| 1 | +$87.9M | |
| 2 | +$62.6M | |
| 3 | +$62.2M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$59.3M |
| 5 |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
|
+$37.4M |
Top Sells
| 1 | +$9.86M | |
| 2 | +$7.31M | |
| 3 | +$3.57M | |
| 4 |
Walmart Inc
WMT
|
+$2.73M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$2.57M |
Sector Composition
| 1 | Technology | 17.79% |
| 2 | Financials | 6.7% |
| 3 | Communication Services | 4.77% |
| 4 | Consumer Discretionary | 4.51% |
| 5 | Healthcare | 3.89% |
