PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+1.02%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$401M
AUM Growth
–
Cap. Flow
+$401M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.35%
Holding
176
New
176
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$16.5M |
| 2 |
Verizon
VZ
|
$15.5M |
| 3 |
Chevron
CVX
|
$13.8M |
| 4 |
Pfizer
PFE
|
$12.3M |
| 5 |
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% |