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
$730M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$5.8M
3
+$4.43M
4
BABA icon
Alibaba
BABA
+$4.39M
5
XLNX
Xilinx Inc
XLNX
+$3.66M

Top Sells

1
+$4.62M
2
+$3.29M
3
+$3.14M
4
BX icon
Blackstone
BX
+$2.68M
5
AXP icon
American Express
AXP
+$2.43M

Sector Composition

1 Technology 24.42%
2 Healthcare 22.03%
3 Financials 17.1%
4 Consumer Discretionary 12.94%
5 Communication Services 12.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.32%
68,620
-80
52
$2.29M 0.31%
17,810
-200
53
$2.27M 0.31%
178,783
-3,460
54
$2.25M 0.31%
7,312
-55
55
$2.13M 0.29%
13,605
-31
56
$1.95M 0.27%
7,090
57
$1.83M 0.25%
6,191
+80
58
$1.72M 0.24%
10,279
+710
59
$1.64M 0.22%
17,900
+1,335
60
$1.57M 0.22%
12,066
61
$1.49M 0.2%
16,250
62
$1.44M 0.2%
23,912
-500
63
$1.14M 0.16%
19,000
64
$1.13M 0.15%
8,035
65
$1.07M 0.15%
11,243
-25,518
66
$1.03M 0.14%
12,840
-540
67
$958K 0.13%
5,043
-4,182
68
$874K 0.12%
15,807
69
$764K 0.1%
78,070
70
$711K 0.1%
3,880
-1,125
71
$666K 0.09%
8,400
72
$636K 0.09%
7,830
73
$625K 0.09%
5,227
+41
74
$600K 0.08%
3,551
75
$589K 0.08%
10,010
+1,400
1 2
3
4 5