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
$1.25B
AUM Growth
-$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.4M
3
+$1.4M
4
MRVL icon
Marvell Technology
MRVL
+$1.08M
5
FCX icon
Freeport-McMoran
FCX
+$1.08M

Top Sells

1
+$16.7M
2
+$16.6M
3
+$12.2M
4
AMZN icon
Amazon
AMZN
+$12.2M
5
JPM icon
JPMorgan Chase
JPM
+$10.9M

Sector Composition

1 Technology 32.73%
2 Healthcare 18.78%
3 Financials 15.43%
4 Consumer Discretionary 8.24%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.95M 0.32%
33,203
+20,188
52
$3.38M 0.27%
138,209
-350
53
$3.29M 0.26%
12,138
54
$3.06M 0.24%
11,283
+70
55
$2.88M 0.23%
37,455
-1,500
56
$2.78M 0.22%
42,945
+12,491
57
$2.66M 0.21%
51,515
+7,350
58
$2.64M 0.21%
36,608
+15,013
59
$2.54M 0.2%
10,456
60
$2.45M 0.19%
21,452
+81
61
$2.31M 0.18%
27,288
+92
62
$2.25M 0.18%
15,355
-1,000
63
$2.23M 0.18%
8,512
-91
64
$2.05M 0.16%
40,500
-7,900
65
$2.05M 0.16%
41,754
+3,000
66
$2.05M 0.16%
45,609
+415
67
$1.99M 0.16%
16,934
+614
68
$1.96M 0.16%
28,475
-12,600
69
$1.84M 0.15%
15,982
+93
70
$1.81M 0.14%
30,333
71
$1.8M 0.14%
47,450
72
$1.75M 0.14%
16,810
+1,800
73
$1.6M 0.13%
19,940
+2,200
74
$1.51M 0.12%
5,940
75
$1.51M 0.12%
18,692
-61
1 2
3
4 5