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
$1.25B
AUM Growth
-$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.4M
3
+$1.4M
4
MRVL icon
Marvell Technology
MRVL
+$1.08M
5
FCX icon
Freeport-McMoran
FCX
+$1.08M

Top Sells

1
+$16.7M
2
+$16.6M
3
+$12.2M
4
AMZN icon
Amazon
AMZN
+$12.2M
5
JPM icon
JPMorgan Chase
JPM
+$10.9M

Sector Composition

1 Technology 32.73%
2 Healthcare 18.78%
3 Financials 15.43%
4 Consumer Discretionary 8.24%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.11%
2,447
+300
77
$1.42M 0.11%
10,409
+50
78
$1.37M 0.11%
23,971
79
$1.34M 0.11%
17,250
+500
80
$1.3M 0.1%
3,665
81
$1.29M 0.1%
35,975
-1,000
82
$1.28M 0.1%
2,433
+40
83
$1.28M 0.1%
69,271
+1,600
84
$1.19M 0.1%
21,109
85
$1.15M 0.09%
22,800
86
$1.15M 0.09%
4,620
+80
87
$1.13M 0.09%
2,425
+925
88
$1.05M 0.08%
10,000
89
$1.05M 0.08%
8,390
+4,290
90
$1.01M 0.08%
1,723
91
$984K 0.08%
6,918
92
$981K 0.08%
8,766
93
$888K 0.07%
37,831
+561
94
$886K 0.07%
2,749
+1,450
95
$876K 0.07%
+10,010
96
$842K 0.07%
3,377
97
$823K 0.07%
14,300
+5,700
98
$795K 0.06%
11,300
+7,050
99
$780K 0.06%
4,790
100
$780K 0.06%
4,522
+912
2 3
4
5 6