PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+12.05%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$1.18B
AUM Growth
+$1.18B
(+13%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
51.66%
Holding
174
New
15
Increased
59
Reduced
40
Closed
4
Top Buys
| 1 |
Chevron
CVX
|
$5.05M |
| 2 |
Honeywell
HON
|
$2.98M |
| 3 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
$2.09M |
| 4 |
Veralto
VLTO
|
$1.68M |
| 5 |
Kinder Morgan
KMI
|
$1.44M |
Top Sells
| 1 |
Blackstone
BX
|
$1.97M |
| 2 |
Apple
AAPL
|
$1.39M |
| 3 |
Pfizer
PFE
|
$1.26M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$724K |
| 5 |
Microsoft
MSFT
|
$578K |
Sector Composition
| 1 | Technology | 31.49% |
| 2 | Healthcare | 20.86% |
| 3 | Financials | 16.47% |
| 4 | Communication Services | 8.66% |
| 5 | Consumer Discretionary | 7.3% |
