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
51
$1.09M 0.47%
+48,804
52
$1.07M 0.47%
+1,843
53
$1.07M 0.47%
+1,743
54
$1.03M 0.45%
+9,744
55
$1.02M 0.45%
+17,809
56
$1.02M 0.44%
+8,483
57
$993K 0.43%
+16,899
58
$992K 0.43%
+5,663
59
$972K 0.42%
+5,510
60
$946K 0.41%
+38,270
61
$944K 0.41%
+3,639
62
$936K 0.41%
+49,778
63
$917K 0.4%
+1,817
64
$906K 0.39%
+1,936
65
$906K 0.39%
+1,739
66
$901K 0.39%
+3,937
67
$900K 0.39%
+24,082
68
$896K 0.39%
+2,623
69
$838K 0.36%
+1,227
70
$808K 0.35%
+31,654
71
$798K 0.35%
+8,413
72
$773K 0.34%
+7,580
73
$768K 0.33%
+1,892
74
$741K 0.32%
+7,152
75
$740K 0.32%
+4,267
1 2
3
4 5