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
$415M
AUM Growth
+$253K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.34M
3 +$1.18M
4
BX icon
Blackstone
BX
+$1.09M
5
CVS icon
CVS Health
CVS
+$1.05M

Top Sells

1 +$4.5M
2 +$3.15M
3 +$2.62M
4
UA icon
Under Armour Class C
UA
+$2.17M
5
PYPL icon
PayPal
PYPL
+$2.06M

Sector Composition

1 Communication Services 24.65%
2 Healthcare 22.27%
3 Technology 13.23%
4 Financials 12.99%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,000