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
76
$740K 0.32%
+883
77
$729K 0.32%
+6,337
78
$729K 0.32%
+3,061
79
$718K 0.31%
+16,778
80
$717K 0.31%
+11,043
81
$704K 0.31%
+19,183
82
$704K 0.31%
+13,745
83
$697K 0.3%
+3,343
84
$687K 0.3%
+2,162
85
$686K 0.3%
+25,295
86
$681K 0.3%
+1,953
87
$681K 0.3%
+7,106
88
$678K 0.29%
+6,827
89
$675K 0.29%
+26,387
90
$645K 0.28%
+2,957
91
$642K 0.28%
+2,585
92
$639K 0.28%
+12,315
93
$630K 0.27%
+2,550
94
$625K 0.27%
+5,748
95
$622K 0.27%
+7,830
96
$617K 0.27%
+19,898
97
$599K 0.26%
+1,353
98
$598K 0.26%
+7,456
99
$594K 0.26%
+2,025
100
$588K 0.26%
+2,609
2 3
4
5 6