PWP
Private Wealth Partners Portfolio holdings
AUM
$1.41B
1-Year Est. Return
25.49%
This Fund
S&P 500
1 Year Est. Return
+25.49%
AUM
$1.41B
AUM Growth
+$8.62M
(+0.61%)
Holding
182
Top Buys
| 1 | +$14.4M | |
| 2 | +$6.44M | |
| 3 | +$4.08M | |
| 4 |
Mastercard
MA
|
+$3.72M |
| 5 |
GTOP
Goldman Sachs Technology Opportunities ETF
GTOP
|
+$1.91M |
Top Sells
| 1 | +$19.8M | |
| 2 | +$7.97M | |
| 3 | +$6.12M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$5.05M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$4.36M |
Sector Composition
| 1 | Technology | 32.06% |
| 2 | Financials | 18.11% |
| 3 | Healthcare | 16.4% |
| 4 | Communication Services | 10.8% |
| 5 | Consumer Discretionary | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
D.R. Horton
DHI
$42.7B
| – | – |
-6,305
|
|
||
177
GE Aerospace
GE
$339B
| – | – |
-713
|
|
||
178
iShares Gold Trust
IAU
$82.7B
| – | – |
-3,015
|
|
||
179
iShares Core MSCI EAFE ETF
IEFA
$170B
| – | – |
-7,081
|
|
||
180
ServiceNow
NOW
$130B
| – | – |
-1,325
|
|
||
181
First Trust Cloud Computing ETF
SKYY
$2.48B
| – | – |
-1,791
|
|
||
182
T. Rowe Price
TROW
$19.7B
| – | – |
-3,100
|
|