PWP

Private Wealth Partners Portfolio holdings

AUM $1.28B
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.36M
3
+$2.32M
4
MSFT icon
Microsoft
MSFT
+$2.19M
5
PFE icon
Pfizer
PFE
+$1.92M

Top Sells

1
+$4.95M
2
+$2.69M
3
+$1.37M
4
NVDA icon
NVIDIA
NVDA
+$889K
5
DIS icon
Walt Disney
DIS
+$552K

Sector Composition

1 Technology 29.35%
2 Healthcare 24.11%
3 Financials 16.34%
4 Communication Services 8.92%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.08%
110,191
+3,240
27
$10.7M 1.07%
56,089
+25,766
28
$10.5M 1.05%
105,081
-5,515
29
$9.87M 0.99%
34,584
+1,582
30
$7.56M 0.75%
143,936
+1,935
31
$7.08M 0.71%
38,811
32
$6.69M 0.67%
76,117
+325
33
$6.46M 0.65%
158,006
+277
34
$5.98M 0.6%
90,000
35
$5.41M 0.54%
27,416
-335
36
$4.88M 0.49%
32,812
-715
37
$4.63M 0.46%
52,790
+4,145
38
$4.62M 0.46%
16,539
-82
39
$4.48M 0.45%
215,524
-9,050
40
$4.04M 0.4%
9,822
+1,076
41
$3.93M 0.39%
101,102
+4,032
42
$3.57M 0.36%
17,507
+3,147
43
$3.5M 0.35%
8,545
+127
44
$3.27M 0.33%
9,471
-248
45
$2.87M 0.29%
7,888
+30
46
$2.7M 0.27%
13,507
+550
47
$2.52M 0.25%
24,871
+800
48
$2.42M 0.24%
12,104
+449
49
$2.4M 0.24%
16,395
-615
50
$2.32M 0.23%
+6,940
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