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PWP

Private Wealth Partners Portfolio holdings

AUM $1.3B
1-Year Est. Return 26.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.2%
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
+$4.01M
2
+$3.47M
3
+$2.7M
4
EBAY icon
eBay
EBAY
+$1.97M
5
QCOM icon
Qualcomm
QCOM
+$1.82M

Top Sells

1
+$3.28M
2
+$2.41M
3
+$2.19M
4
MSFT icon
Microsoft
MSFT
+$1.51M
5
VOD icon
Vodafone
VOD
+$1.5M

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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-6,800
178
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-15,750
179
– –
-29,220
180
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-15,000
181
– –
-12,400
182
– –
-12,000
183
– –
-50,000
184
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-34,000
185
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-50,000
186
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-95
187
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-5,360
188
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-10,000
189
– –
-12,766
190
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-10,000
191
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-86,700
192
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-2,560
193
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-3,400
194
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-14,745
195
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-15,000
4 5 6 7
8