PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
1-Year Return
15.92%
This Quarter Return
+3.84%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$1.31B
AUM Growth
+$50.3M
(+4%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
50.69%
Holding
185
New
15
Increased
63
Reduced
60
Closed
14
Top Buys
| 1 |
Merck
MRK
|
$3.85M |
| 2 |
Pfizer
PFE
|
$3.51M |
| 3 |
Adobe
ADBE
|
$2.4M |
| 4 |
MPLX
MPLX
|
$2.32M |
| 5 |
AbbVie
ABBV
|
$1.87M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.43M |
| 2 |
Costco
COST
|
$1.41M |
| 3 |
Amgen
AMGN
|
$886K |
| 4 |
Graco
GGG
|
$876K |
| 5 |
Advanced Micro Devices
AMD
|
$825K |
Sector Composition
| 1 | Technology | 32.52% |
| 2 | Healthcare | 17.22% |
| 3 | Financials | 16.34% |
| 4 | Communication Services | 8.85% |
| 5 | Consumer Discretionary | 8.56% |
