PWP

Personal Wealth Partners Portfolio holdings

AUM $229M
1-Year Est. Return 6.65%
This Quarter Est. Return
1 Year Est. Return
+6.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.67%
2 Industrials 1.22%
3 Consumer Discretionary 1.01%
4 Technology 0.91%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1K ﹤0.01%
+7
427
$1K ﹤0.01%
+41
428
$0 ﹤0.01%
+20
429
$0 ﹤0.01%
+1
430
$0 ﹤0.01%
+4
431
$0 ﹤0.01%
+2
432
$0 ﹤0.01%
+31
433
$0 ﹤0.01%
+1
434
$0 ﹤0.01%
+2
435
$0 ﹤0.01%
+5
436
$0 ﹤0.01%
+3
437
$0 ﹤0.01%
+3