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
$1B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.36M
3
+$2.32M
4
MSFT icon
Microsoft
MSFT
+$2.19M
5
PFE icon
Pfizer
PFE
+$1.92M

Top Sells

1
+$4.95M
2
+$2.69M
3
+$1.37M
4
NVDA icon
NVIDIA
NVDA
+$889K
5
DIS icon
Walt Disney
DIS
+$552K

Sector Composition

1 Technology 29.35%
2 Healthcare 24.11%
3 Financials 16.34%
4 Communication Services 8.92%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.11%
+2,176
77
$1.08M 0.11%
+14,825
78
$1.06M 0.11%
21,000
-500
79
$1.04M 0.1%
+9,175
80
$1.01M 0.1%
26,600
-2,200
81
$1M 0.1%
10,091
82
$979K 0.1%
14,124
+209
83
$973K 0.1%
+4,580
84
$963K 0.1%
+3,370
85
$918K 0.09%
+2,300
86
$910K 0.09%
+6,783
87
$905K 0.09%
+4,005
88
$888K 0.09%
+2,361
89
$887K 0.09%
63,421
+1,460
90
$844K 0.08%
+2,457
91
$826K 0.08%
+3,417
92
$821K 0.08%
+4,945
93
$801K 0.08%
+16,296
94
$788K 0.08%
36,000
95
$782K 0.08%
88,800
-53,800
96
$743K 0.07%
+2,910
97
$743K 0.07%
12,000
98
$740K 0.07%
+6,035
99
$724K 0.07%
+4,578
100
$714K 0.07%
+1,853
2 3
4
5 6