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
151
$1.64M 0.12%
3,264
+266
152
$1.63M 0.12%
21,884
+8,046
153
$1.61M 0.12%
4,223
+1,374
154
$1.61M 0.12%
30,507
+102
155
$1.61M 0.12%
45,478
+5,984
156
$1.61M 0.12%
7,148
-170
157
$1.6M 0.11%
22,295
-205
158
$1.57M 0.11%
19,669
-2,953
159
$1.57M 0.11%
8,798
+827
160
$1.56M 0.11%
10,411
+1,039
161
$1.56M 0.11%
14,545
+1,086
162
$1.55M 0.11%
18,720
+3,064
163
$1.55M 0.11%
8,893
+350
164
$1.54M 0.11%
4,278
+264
165
$1.54M 0.11%
16,485
+1,960
166
$1.53M 0.11%
30,336
+12,551
167
$1.52M 0.11%
4,116
+715
168
$1.52M 0.11%
2,864
-224
169
$1.51M 0.11%
57,166
+6,928
170
$1.5M 0.11%
29,288
+2,388
171
$1.5M 0.11%
22,404
-1,317
172
$1.49M 0.11%
10,350
+1,614
173
$1.46M 0.1%
17,496
+5,344
174
$1.46M 0.1%
10,040
+1,011
175
$1.45M 0.1%
36,499
+1,346