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
$650M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$3.1M
2 +$2.47M
3 +$1.74M
4
QCOM icon
Qualcomm
QCOM
+$1.45M
5
META icon
Meta Platforms (Facebook)
META
+$1.39M

Top Sells

1 +$2.34M
2 +$2.28M
3 +$1.94M
4
KO icon
Coca-Cola
KO
+$1.21M
5
DD icon
DuPont de Nemours
DD
+$691K

Sector Composition

1 Healthcare 21.52%
2 Financials 20.99%
3 Technology 17.74%
4 Communication Services 12.31%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,750
127
-18,680
128
-10,200
129
-10,855
130
-8,578
131
-4,753