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
$1.08B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.06M
2 +$4.86M
3 +$3.6M
4
CVX icon
Chevron
CVX
+$3.36M
5
BA icon
Boeing
BA
+$3.13M

Top Sells

1 +$5.98M
2 +$1.88M
3 +$1.8M
4
GS icon
Goldman Sachs
GS
+$1.15M
5
MCK icon
McKesson
MCK
+$565K

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