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
126
$451K 0.2%
+8,614
127
$439K 0.19%
+1,251
128
$436K 0.19%
+1,052
129
$431K 0.19%
+2,264
130
$424K 0.18%
+5,448
131
$413K 0.18%
+901
132
$413K 0.18%
+5,785
133
$407K 0.18%
+4,491
134
$406K 0.18%
+4,841
135
$397K 0.17%
+3,216
136
$384K 0.17%
+2,352
137
$378K 0.16%
+5,646
138
$377K 0.16%
+1,079
139
$374K 0.16%
+594
140
$374K 0.16%
+700
141
$365K 0.16%
+2,128
142
$359K 0.16%
+2,790
143
$358K 0.16%
+1,590
144
$353K 0.15%
+2,861
145
$346K 0.15%
+2,096
146
$344K 0.15%
+30,320
147
$343K 0.15%
+6,188
148
$332K 0.14%
+5,440
149
$331K 0.14%
+3,833
150
$326K 0.14%
+33,748
4 5
6
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