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
$593M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$2.36M
3 +$2.21M
4
QCOM icon
Qualcomm
QCOM
+$1.97M
5
COST icon
Costco
COST
+$1.53M

Top Sells

1 +$5.71M
2 +$4.09M
3 +$2.84M
4
SBUX icon
Starbucks
SBUX
+$2.1M
5
DD icon
DuPont de Nemours
DD
+$1.72M

Sector Composition

1 Technology 23.45%
2 Healthcare 21.34%
3 Financials 19.17%
4 Communication Services 13.92%
5 Consumer Discretionary 11.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,792
127
-730
128
-6,586
129
0
130
-4,000