PWP

Private Wealth Partners Portfolio holdings

AUM $1.28B
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$5.56M
2 +$5.02M
3 +$4.79M
4
UPS icon
United Parcel Service
UPS
+$2.6M
5
OVV icon
Ovintiv
OVV
+$2.26M

Top Sells

1 +$3.58M
2 +$3.23M
3 +$2.6M
4
AAPL icon
Apple
AAPL
+$2.19M
5
BABA icon
Alibaba
BABA
+$1.95M

Sector Composition

1 Communication Services 17.47%
2 Healthcare 15.47%
3 Financials 15.09%
4 Industrials 14.78%
5 Technology 12.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-13,900
152
-1,500
153
-3,400
154
-16,200
155
-7,000
156
-22,460