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
176
$250K 0.11%
+2,714
177
$247K 0.11%
+5,072
178
$246K 0.11%
+1,048
179
$246K 0.11%
+7,415
180
$241K 0.11%
+6,723
181
$240K 0.1%
+6,129
182
$239K 0.1%
+495
183
$238K 0.1%
+2,143
184
$237K 0.1%
+11,379
185
$237K 0.1%
+3,327
186
$236K 0.1%
+1,526
187
$235K 0.1%
+4,214
188
$234K 0.1%
+245
189
$228K 0.1%
+309
190
$227K 0.1%
+3,418
191
$221K 0.1%
+1,205
192
$220K 0.1%
+14,013
193
$218K 0.09%
+533
194
$218K 0.09%
+1,254
195
$216K 0.09%
+566
196
$211K 0.09%
+5,134
197
$209K 0.09%
+5,534
198
$209K 0.09%
+1,011
199
$207K 0.09%
+2,930
200
$205K 0.09%
+852
5 6 7
8
9