PWP

Private Wealth Partners Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.29%
This Quarter Est. Return
1 Year Est. Return
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.4M
3
+$1.4M
4
MRVL icon
Marvell Technology
MRVL
+$1.08M
5
FCX icon
Freeport-McMoran
FCX
+$1.08M

Top Sells

1
+$16.7M
2
+$16.6M
3
+$12.2M
4
AMZN icon
Amazon
AMZN
+$12.2M
5
JPM icon
JPMorgan Chase
JPM
+$10.9M

Sector Composition

1 Technology 32.73%
2 Healthcare 18.78%
3 Financials 15.43%
4 Consumer Discretionary 8.24%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$483K 0.04%
5,040
+275
127
$472K 0.04%
6,470
+1,270
128
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3,033
+207
129
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1,730
-1,990
130
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131
$435K 0.03%
3,587
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132
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133
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134
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135
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6,240
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136
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137
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138
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139
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140
$374K 0.03%
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141
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142
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400
144
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145
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20,000
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146
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389
147
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2,000
148
$320K 0.03%
1,329
149
$307K 0.02%
3,940
150
$303K 0.02%
7,750
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4 5
6
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