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
101
$755K 0.06%
9,000
-15,094
102
$743K 0.06%
36,983
103
$740K 0.06%
3,001
104
$713K 0.06%
17,962
-2,000
105
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3,185
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106
$697K 0.06%
7,149
+1,760
107
$669K 0.05%
1,361
108
$663K 0.05%
12,810
109
$648K 0.05%
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110
$642K 0.05%
6,692
111
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3,712
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112
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113
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114
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1,226
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115
$607K 0.05%
4,450
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116
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5,525
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117
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118
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119
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4,750
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120
$583K 0.05%
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121
$553K 0.04%
7,081
122
$541K 0.04%
3,560
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123
$526K 0.04%
+1,041
124
$511K 0.04%
+11,500
125
$483K 0.04%
4,280
3 4
5
6 7