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
$1B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.36M
3
+$2.32M
4
MSFT icon
Microsoft
MSFT
+$2.19M
5
PFE icon
Pfizer
PFE
+$1.92M

Top Sells

1
+$4.95M
2
+$2.69M
3
+$1.37M
4
NVDA icon
NVIDIA
NVDA
+$889K
5
DIS icon
Walt Disney
DIS
+$552K

Sector Composition

1 Technology 29.35%
2 Healthcare 24.11%
3 Financials 16.34%
4 Communication Services 8.92%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$287K 0.03%
+7,105
127
$276K 0.03%
+798
128
$267K 0.03%
+4,244
129
$264K 0.03%
+2,300
130
$261K 0.03%
+2,017
131
$261K 0.03%
+4,500
132
$260K 0.03%
+2,325
133
$260K 0.03%
+5,325
134
$255K 0.03%
+1,029
135
$250K 0.03%
+1,125
136
$249K 0.02%
+8,799
137
$240K 0.02%
+1,292
138
$237K 0.02%
+2,376
139
$237K 0.02%
+9,700
140
$233K 0.02%
+2,534
141
$228K 0.02%
+3,068
142
$224K 0.02%
+4,775
143
$220K 0.02%
+466
144
$220K 0.02%
+2,200
145
$216K 0.02%
+300
146
$213K 0.02%
+4,215
147
$211K 0.02%
+10,000
148
$208K 0.02%
+4,000
149
$206K 0.02%
+900
150
$204K 0.02%
+1,000
3 4 5
6
7