PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+9.49%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$449M
AUM Growth
+$449M
(+6.3%)
Cap. Flow
-$9.08M
Cap. Flow
% of AUM
-2.02%
Top 10 Holdings %
Top 10 Hldgs %
30.28%
Holding
195
New
14
Increased
40
Reduced
78
Closed
24
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$4.42M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.62M |
| 3 |
Unilever
UL
|
$2.8M |
| 4 |
eBay
EBAY
|
$2.06M |
| 5 |
Qualcomm
QCOM
|
$1.91M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
$3.28M |
| 2 |
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
|
$2.41M |
| 3 |
Verizon
VZ
|
$2.19M |
| 4 |
Vodafone
VOD
|
$1.6M |
| 5 |
Microsoft
MSFT
|
$1.55M |
Sector Composition
| 1 | Energy | 18.14% |
| 2 | Technology | 14.32% |
| 3 | Financials | 12.74% |
| 4 | Healthcare | 11.37% |
| 5 | Communication Services | 10.83% |
