PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
1-Year Return
15.92%
This Quarter Return
+12.12%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$1.28B
AUM Growth
+$74.4M
(+6.2%)
Cap. Flow
-$31.9M
Cap. Flow
% of AUM
-2.49%
Top 10 Holdings %
Top 10 Hldgs %
51.22%
Holding
175
New
12
Increased
41
Reduced
64
Closed
11
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.33M |
| 2 |
TPG
TPG
|
$2.39M |
| 3 |
Marvell Technology
MRVL
|
$2.05M |
| 4 |
Thermo Fisher Scientific
TMO
|
$1.76M |
| 5 |
Ares Management
ARES
|
$977K |
Top Sells
| 1 |
Alibaba
BABA
|
$4.57M |
| 2 |
Apple
AAPL
|
$4.43M |
| 3 |
Visa
V
|
$3.79M |
| 4 |
Microsoft
MSFT
|
$3.51M |
| 5 |
McKesson
MCK
|
$2.27M |
Sector Composition
| 1 | Technology | 33.47% |
| 2 | Financials | 18.17% |
| 3 | Healthcare | 16.03% |
| 4 | Communication Services | 7.7% |
| 5 | Consumer Discretionary | 7.5% |
