PPWM

Perissos Private Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 14.02%
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$6.01M
3 +$5.5M
4
GLD icon
SPDR Gold Trust
GLD
+$4.39M
5
MSFT icon
Microsoft
MSFT
+$4.13M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.4%
2 Technology 8.21%
3 Consumer Discretionary 3.16%
4 Communication Services 2.83%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$72.6K 0.07%
+30,133
77
$71.4K 0.06%
+22,300