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
$1.4B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Sells

1 +$2.34M
2 +$929K
3 +$803K
4
BHP icon
BHP
BHP
+$753K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 20.71%
2 Industrials 9.37%
3 Healthcare 7.35%
4 Financials 7.14%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$2.12M 0.15%
70,458
-250
127
$2.11M 0.15%
7,001
+26
128
$2.1M 0.15%
66,866
+13,398
129
$2.1M 0.15%
34,273
-5,706
130
$2.1M 0.15%
13,334
+2,263
131
$2.09M 0.15%
10,040
-254
132
$2.06M 0.15%
24,617
+928
133
$2.03M 0.15%
17,791
+523
134
$2.02M 0.14%
13,748
+15
135
$2.02M 0.14%
9,531
-1,643
136
$2.01M 0.14%
19,522
+1,437
137
$1.95M 0.14%
17,947
+18
138
$1.93M 0.14%
4,382
+223
139
$1.87M 0.13%
8,075
+858
140
$1.86M 0.13%
29,971
-447
141
$1.84M 0.13%
62,014
+10,802
142
$1.81M 0.13%
6,891
-538
143
$1.74M 0.12%
63,728
+9,302
144
$1.74M 0.12%
36,147
+4,695
145
$1.71M 0.12%
63,400
+5,668
146
$1.71M 0.12%
16,591
+207
147
$1.7M 0.12%
16,982
+1,045
148
$1.69M 0.12%
12,318
+417
149
$1.67M 0.12%
6,565
+523
150
$1.67M 0.12%
7,766
+3,787