PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
-3.86%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$1.21B
AUM Growth
+$1.21B
(-7.5%)
Cap. Flow
-$28.1M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
48.96%
Holding
188
New
17
Increased
47
Reduced
68
Closed
26
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.28M |
| 2 |
Charles Schwab
SCHW
|
$3.96M |
| 3 |
Bank of America Series L
BAC.PRL
|
$2.4M |
| 4 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
$2.22M |
| 5 |
Honeywell
HON
|
$2.12M |
Top Sells
| 1 |
Apple
AAPL
|
$6.05M |
| 2 |
Microsoft
MSFT
|
$4.12M |
| 3 |
Visa
V
|
$3.73M |
| 4 |
JPMorgan Chase
JPM
|
$3.01M |
| 5 |
Alibaba
BABA
|
$2.63M |
Sector Composition
| 1 | Technology | 29.9% |
| 2 | Healthcare | 18.87% |
| 3 | Financials | 17.82% |
| 4 | Consumer Discretionary | 7.92% |
| 5 | Communication Services | 7.4% |
