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
$449M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.62M
3
+$2.8M
4
EBAY icon
eBay
EBAY
+$2.06M
5
QCOM icon
Qualcomm
QCOM
+$1.91M

Top Sells

1
+$3.28M
2
+$2.41M
3
+$2.19M
4
VOD icon
Vodafone
VOD
+$1.6M
5
MSFT icon
Microsoft
MSFT
+$1.55M

Sector Composition

1 Energy 18.14%
2 Technology 14.32%
3 Financials 12.74%
4 Healthcare 11.37%
5 Communication Services 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-11,300
177
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179
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180
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181
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-10,000
182
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-12,766
183
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-10,000
184
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-86,700
185
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-2,560
186
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187
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-14,745
188
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-15,000
189
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190
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191
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192
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193
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194
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195
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-95
4 5 6 7
8