PWP

Private Wealth Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.2M
2 +$4.27M
3 +$3.61M
4
CVX icon
Chevron
CVX
+$3.39M
5
BA icon
Boeing
BA
+$3.16M

Top Sells

1 +$6.31M
2 +$1.89M
3 +$1.7M
4
GS icon
Goldman Sachs
GS
+$1.08M
5
MCK icon
McKesson
MCK
+$571K

Sector Composition

1 Technology 26.64%
2 Healthcare 19.76%
3 Financials 18.24%
4 Communication Services 14.18%
5 Consumer Discretionary 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$110K 0.01%
11,000
77
$5K ﹤0.01%
20,000