PWG

Portside Wealth Group Portfolio holdings

AUM $675M
1-Year Est. Return 20.29%
This Quarter Est. Return
1 Year Est. Return
+20.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$5.29M
3 +$2.38M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.77M
5
MSCI icon
MSCI
MSCI
+$1.61M

Top Sells

1 +$6.43M
2 +$3.39M
3 +$2.15M
4
NKE icon
Nike
NKE
+$2.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M

Sector Composition

1 Technology 21.63%
2 Healthcare 11.99%
3 Financials 10.14%
4 Consumer Discretionary 8.42%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$272K 0.05%
+2,833
327
$270K 0.05%
1,307
+147
328
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3,248
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332
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335
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336
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347
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349
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$237K 0.04%
568
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