PWM

Pines Wealth Management Portfolio holdings

AUM $283M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.42M
3
+$8.16M
4
NVDA icon
NVIDIA
NVDA
+$7.86M
5
AMZN icon
Amazon
AMZN
+$7.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.16%
2 Financials 7.63%
3 Consumer Discretionary 7.15%
4 Healthcare 6.17%
5 Consumer Staples 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.88%
+3,287
27
$2.01M 0.88%
+15,639
28
$1.91M 0.83%
+7,042
29
$1.8M 0.78%
+1,918
30
$1.79M 0.78%
+20,293
31
$1.78M 0.78%
+16,930
32
$1.78M 0.78%
+51,444
33
$1.72M 0.75%
+41,975
34
$1.66M 0.72%
+6,683
35
$1.53M 0.66%
+2,725
36
$1.51M 0.66%
+43,118
37
$1.43M 0.62%
+54,366
38
$1.4M 0.61%
+12,378
39
$1.4M 0.61%
+3,581
40
$1.39M 0.61%
+8,865
41
$1.31M 0.57%
+2,413
42
$1.3M 0.57%
+53,905
43
$1.26M 0.55%
+6,655
44
$1.25M 0.54%
+4,775
45
$1.25M 0.54%
+4,434
46
$1.25M 0.54%
+25,085
47
$1.21M 0.53%
+5,475
48
$1.2M 0.52%
+17,759
49
$1.19M 0.52%
+45,046
50
$1.16M 0.5%
+7,555
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2
3 4 5