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
101
$584K 0.25%
+6,034
102
$583K 0.25%
+5,191
103
$582K 0.25%
+16,935
104
$580K 0.25%
+26,275
105
$575K 0.25%
+5,413
106
$563K 0.24%
+3,994
107
$561K 0.24%
+4,834
108
$553K 0.24%
+7,873
109
$552K 0.24%
+11,665
110
$543K 0.24%
+13,660
111
$542K 0.24%
+19,249
112
$534K 0.23%
+6,085
113
$526K 0.23%
+3,034
114
$517K 0.23%
+3,704
115
$497K 0.22%
+485
116
$497K 0.22%
+3,482
117
$493K 0.21%
+4,211
118
$478K 0.21%
+4,812
119
$477K 0.21%
+3,355
120
$473K 0.21%
+6,764
121
$471K 0.21%
+2,160
122
$457K 0.2%
+18,592
123
$453K 0.2%
+1,201
124
$451K 0.2%
+5,275
125
$451K 0.2%
+2,687
3 4
5
6 7