PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+11.32%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$734M
AUM Growth
+$734M
(+14%)
Cap. Flow
+$26.8M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
46.71%
Holding
127
New
8
Increased
41
Reduced
40
Closed
7
Top Buys
| 1 |
Alibaba
BABA
|
$7.95M |
| 2 |
Qualcomm
QCOM
|
$5.72M |
| 3 |
Verizon
VZ
|
$4.58M |
| 4 |
AbbVie
ABBV
|
$4.32M |
| 5 |
NVIDIA
NVDA
|
$4.09M |
Top Sells
| 1 |
EOG Resources
EOG
|
$4.97M |
| 2 |
Charles Schwab
SCHW
|
$3.18M |
| 3 |
Arista Networks
ANET
|
$3.07M |
| 4 |
Walt Disney
DIS
|
$2.7M |
| 5 |
Salesforce
CRM
|
$1.89M |
Sector Composition
| 1 | Financials | 21.47% |
| 2 | Healthcare | 20.7% |
| 3 | Technology | 19.99% |
| 4 | Communication Services | 14.11% |
| 5 | Consumer Discretionary | 10.23% |