PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+8%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$1.33B
AUM Growth
+$1.33B
(+6.4%)
Cap. Flow
+$83.6M
Cap. Flow
% of AUM
6.28%
Top 10 Holdings %
Top 10 Hldgs %
53.51%
Holding
172
New
9
Increased
58
Reduced
49
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$90.3M |
| 2 |
Caesars Entertainment
CZR
|
$10.4M |
| 3 |
Walt Disney
DIS
|
$5.42M |
| 4 |
Honeywell
HON
|
$1.73M |
| 5 |
JPMorgan US Tech Leaders ETF
JTEK
|
$1.58M |
Top Sells
| 1 |
Adobe
ADBE
|
$6.48M |
| 2 |
Apple
AAPL
|
$6.23M |
| 3 |
Microsoft
MSFT
|
$5.99M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.41M |
| 5 |
Thermo Fisher Scientific
TMO
|
$4.36M |
Sector Composition
| 1 | Technology | 33.23% |
| 2 | Healthcare | 18.33% |
| 3 | Financials | 15.11% |
| 4 | Communication Services | 9.76% |
| 5 | Consumer Discretionary | 8.51% |
