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
$517M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.62M
3
+$4.73M
4
MSFT icon
Microsoft
MSFT
+$3.91M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.3M

Top Sells

1
+$9.1M
2
+$8.11M
3
+$7.42M
4
BABA icon
Alibaba
BABA
+$7.35M
5
GS icon
Goldman Sachs
GS
+$5.65M

Sector Composition

1 Healthcare 22.49%
2 Financials 20.96%
3 Technology 17.84%
4 Communication Services 12.61%
5 Consumer Discretionary 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.07%
4,000
77
$361K 0.07%
1,350
78
$338K 0.07%
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79
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80
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81
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82
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84
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85
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86
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87
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91
$229K 0.04%
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92
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93
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94
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4,000
95
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96
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675
97
$149K 0.03%
+12,000
98
– –
-55,801
99
– –
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100
– –
-20,920
1 2 3
4
5