PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
This Quarter Return
-7.36%
1 Year Return
+6.65%
3 Year Return
+37.22%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.19%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.54% |
| 2 | Real Estate | 0.8% |
| 3 | Industrials | 0.6% |
| 4 | Healthcare | 0.29% |
| 5 | Utilities | 0.13% |
