PWP

Private Wealth Partners Portfolio holdings

AUM $1.4B
1-Year Est. Return 23.29%
This Quarter Est. Return
1 Year Est. Return
+23.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$15.5M
3 +$13.8M
4
PFE icon
Pfizer
PFE
+$12.3M
5
VOD icon
Vodafone
VOD
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.54%
2 Technology 13.2%
3 Healthcare 12.58%
4 Financials 11.99%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$4K ﹤0.01%
+50,000