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
1
$9.45M 4.11%
+39,920
2
$8.42M 3.67%
+14,439
3
$8.16M 3.55%
+19,468
4
$7.86M 3.42%
+57,866
5
$7.82M 3.4%
+35,732
6
$6.87M 2.99%
+60,538
7
$6.69M 2.91%
+63,314
8
$4.94M 2.15%
+53,171
9
$4.85M 2.11%
+21,640
10
$4.8M 2.09%
+19,992
11
$4.77M 2.07%
+92,512
12
$4.52M 1.97%
+58,749
13
$4.21M 1.83%
+39,899
14
$3.88M 1.69%
+6,690
15
$3.39M 1.48%
+18,018
16
$3.23M 1.4%
+16,697
17
$2.93M 1.28%
+65,518
18
$2.84M 1.24%
+3,549
19
$2.8M 1.22%
+12,907
20
$2.6M 1.13%
+13,551
21
$2.59M 1.13%
+24,277
22
$2.49M 1.08%
+15,724
23
$2.11M 0.92%
+9,599
24
$2.07M 0.9%
+5,236
25
$2.05M 0.89%
+6,658
1
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