PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+10.69%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$1.09B
AUM Growth
+$1.09B
(+8.6%)
Cap. Flow
-$7.41M
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
52.35%
Holding
172
New
12
Increased
38
Reduced
65
Closed
7
Top Buys
| 1 |
Pfizer
PFE
|
$2.38M |
| 2 |
Gilead Sciences
GILD
|
$1.29M |
| 3 |
Honeywell
HON
|
$1M |
| 4 |
Freeport-McMoran
FCX
|
$673K |
| 5 |
Kinder Morgan
KMI
|
$485K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$2.09M |
| 2 |
Microsoft
MSFT
|
$1.68M |
| 3 |
Amazon
AMZN
|
$1.66M |
| 4 |
Verizon
VZ
|
$1.59M |
| 5 |
Adobe
ADBE
|
$1.46M |
Sector Composition
| 1 | Technology | 31.84% |
| 2 | Healthcare | 22.28% |
| 3 | Financials | 15.96% |
| 4 | Communication Services | 8.79% |
| 5 | Consumer Discretionary | 7.04% |
