PHWM
Pine Harbor Wealth Management Portfolio holdings
AUM
$284M
This Quarter Return
+8.97%
1 Year Return
+11.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.89%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.02% |
| 2 | Financials | 3.95% |
| 3 | Healthcare | 2.64% |
| 4 | Communication Services | 2.37% |
| 5 | Consumer Discretionary | 2.37% |
