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
$1B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.36M
3
+$2.32M
4
MSFT icon
Microsoft
MSFT
+$2.19M
5
PFE icon
Pfizer
PFE
+$1.92M

Top Sells

1
+$4.95M
2
+$2.69M
3
+$1.37M
4
NVDA icon
NVIDIA
NVDA
+$889K
5
DIS icon
Walt Disney
DIS
+$552K

Sector Composition

1 Technology 29.35%
2 Healthcare 24.11%
3 Financials 16.34%
4 Communication Services 8.92%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.02%
+1,356
152
$203K 0.02%
+2,000
153
$176K 0.02%
16,000
-25,658
154
$165K 0.02%
16,000
155
$142K 0.01%
12,000
156
$139K 0.01%
10,200
-25,500
157
$139K 0.01%
12,500
-4,000
158
$66.2K 0.01%
13,900
159
$48.7K ﹤0.01%
+58,700
160
$9.96K ﹤0.01%
+10,000
161
– –
-131,706
3 4 5 6
7