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
76
$563K 0.08%
39,458
-200
77
$494K 0.07%
4,000
78
$482K 0.07%
10,772
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79
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80
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81
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82
$403K 0.06%
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83
$401K 0.05%
30,560
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84
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85
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9,147
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86
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87
$353K 0.05%
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88
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89
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12,000
90
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91
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7,500
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92
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93
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94
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502
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95
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2,171
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96
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3,355
97
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+1,792
98
$217K 0.03%
+1,883
99
$213K 0.03%
+6,000
100
$213K 0.03%
+4,000
1 2 3
4
5