PWP

Private Wealth Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$91.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$7.03M
2 +$5.42M
3 +$4.5M
4
ABBV icon
AbbVie
ABBV
+$4.05M
5
NVDA icon
NVIDIA
NVDA
+$3.62M

Top Sells

1 +$4.35M
2 +$3.18M
3 +$2.95M
4
DIS icon
Walt Disney
DIS
+$2.6M
5
CRM icon
Salesforce
CRM
+$1.82M

Sector Composition

1 Financials 21.47%
2 Healthcare 20.7%
3 Technology 19.99%
4 Communication Services 14.11%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
-6,000