We are live on ! Find out more
PWG

Portside Wealth Group Portfolio holdings

AUM $737M
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$5.63M
3
+$2.96M
4
SNPS icon
Synopsys
SNPS
+$2.65M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$2.29M

Top Sells

1
+$3.97M
2
+$3.92M
3
+$2.84M
4
IVVB icon
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
+$2.81M
5
ORCL icon
Oracle
ORCL
+$1.98M

Sector Composition

1 Technology 23.07%
2 Financials 10.53%
3 Healthcare 9.65%
4 Consumer Discretionary 7.26%
5 Industrials 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$442K 0.06%
2,490
-45
277
$441K 0.06%
8,355
+2,013
278
$438K 0.06%
+3,080
279
$436K 0.06%
2,150
+124
280
$436K 0.06%
+1,051
281
$434K 0.06%
5,921
+1,080
282
$433K 0.06%
2,085
+329
283
$431K 0.06%
2,118
+179
284
$430K 0.06%
583
+16
285
$429K 0.06%
1,673
+7
286
$426K 0.06%
2,949
+263
287
$426K 0.06%
3,580
+527
288
$425K 0.06%
5,570
+1,853
289
$425K 0.06%
3,840
+196
290
$425K 0.06%
+3,755
291
$424K 0.06%
2,112
-6
292
$424K 0.06%
+40,447
293
$422K 0.06%
977
+106
294
$422K 0.06%
1,704
+77
295
$421K 0.06%
2,999
+569
296
$421K 0.06%
6,226
-185
297
$419K 0.06%
280
-39
298
$419K 0.06%
4,461
+686
299
$414K 0.06%
854
+101
300
$412K 0.06%
2,075
-53
10 11
12
13 14