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PWP

Private Wealth Partners Portfolio holdings

AUM $1.3B
1-Year Est. Return 26.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$5.26M
3
+$5.21M
4
AAPL icon
Apple
AAPL
+$3.2M
5
CCJ icon
Cameco
CCJ
+$3.08M

Top Sells

1
+$7.7M
2
+$5.15M
3
+$4.44M
4
KMI icon
Kinder Morgan
KMI
+$4.21M
5
CVX icon
Chevron
CVX
+$4.11M

Sector Composition

1 Technology 15.8%
2 Financials 14.08%
3 Industrials 13.06%
4 Communication Services 12.44%
5 Healthcare 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$93K 0.02%
+70,400
152
$88K 0.02%
+50,000
153
$76K 0.02%
+1,008
154
$43K 0.01%
10,000
155
$15K ﹤0.01%
1,500
156
– –
-257,400
157
– –
-188,398
158
– –
-8,970
159
– –
-66,100
160
– –
-16,550
161
– –
-95,500
162
– –
-25,433
163
– –
-18,000
164
– –
-690
165
– –
-58,600
166
– –
-25,500
167
– –
-92,671
168
– –
-4,000
169
– –
-123,840
170
– –
-1,625
171
– –
-116,300
172
– –
-303,500
173
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-108,696
174
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-5,000
175
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-117,070
4 5 6
7
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