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
$642M
AUM Growth
-$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$5.25M
2 +$2.57M
3 +$2M
4
GS icon
Goldman Sachs
GS
+$1.73M
5
AXP icon
American Express
AXP
+$1.29M

Top Sells

1 +$6.45M
2 +$5.44M
3 +$3.8M
4
EOG icon
EOG Resources
EOG
+$3.06M
5
FRC
First Republic Bank
FRC
+$1.57M

Sector Composition

1 Financials 21.34%
2 Healthcare 20.87%
3 Technology 18.4%
4 Communication Services 14.03%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,500
127
-47,290
128
-6,432