PWP

Private Wealth Partners Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.29%
This Quarter Est. Return
1 Year Est. Return
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$4.77M
3
+$3.29M
4
V icon
Visa
V
+$3.05M
5
CCI icon
Crown Castle
CCI
+$2.68M

Top Sells

1
+$3.79M
2
+$2.91M
3
+$2.7M
4
MA icon
Mastercard
MA
+$2.54M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.54M

Sector Composition

1 Technology 25.94%
2 Healthcare 20.72%
3 Financials 18.62%
4 Communication Services 13.83%
5 Consumer Discretionary 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
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