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
151
$325K 0.14%
+2,847
152
$317K 0.14%
+2,391
153
$317K 0.14%
+2,240
154
$316K 0.14%
+8,691
155
$311K 0.14%
+9,772
156
$310K 0.14%
+3,848
157
$308K 0.13%
+1,755
158
$306K 0.13%
+11,442
159
$303K 0.13%
+3,244
160
$295K 0.13%
+1,250
161
$293K 0.13%
+5,672
162
$289K 0.13%
+3,009
163
$288K 0.13%
+3,841
164
$288K 0.13%
+627
165
$285K 0.12%
+5,130
166
$282K 0.12%
+6,218
167
$281K 0.12%
+1,323
168
$276K 0.12%
+1,179
169
$274K 0.12%
+5,063
170
$274K 0.12%
+981
171
$258K 0.11%
+1,233
172
$256K 0.11%
+2,271
173
$256K 0.11%
+3,667
174
$255K 0.11%
+380
175
$252K 0.11%
+5,579
5 6
7
8 9