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
51
$2.26M 0.23%
78,869
+5,433
52
$2.08M 0.21%
27,034
-799
53
$2.03M 0.2%
115,765
+5,615
54
$1.85M 0.18%
11,213
55
$1.84M 0.18%
36,300
+8,500
56
$1.81M 0.18%
94,174
-3,900
57
$1.76M 0.18%
+9,614
58
$1.7M 0.17%
20,464
+540
59
$1.52M 0.15%
30,350
+2,850
60
$1.45M 0.14%
15,569
-2,550
61
$1.43M 0.14%
+6,909
62
$1.43M 0.14%
27,243
-1,732
63
$1.41M 0.14%
+13,564
64
$1.37M 0.14%
18,210
+5,420
65
$1.34M 0.13%
13,855
-2,514
66
$1.32M 0.13%
40,400
-4,477
67
$1.31M 0.13%
11,972
+24
68
$1.26M 0.13%
14,341
+1,592
69
$1.26M 0.13%
9,404
-20,130
70
$1.2M 0.12%
24,231
+4,224
71
$1.19M 0.12%
39,600
-2,501
72
$1.14M 0.11%
10,400
73
$1.14M 0.11%
+54,719
74
$1.11M 0.11%
20,400
-100
75
$1.11M 0.11%
+3,530
1 2
3
4 5