PWP

Private Wealth Partners Portfolio holdings

AUM $1.28B
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$6.25M
3 +$4.44M
4
BX icon
Blackstone
BX
+$3.87M
5
COST icon
Costco
COST
+$2.99M

Sector Composition

1 Technology 31.52%
2 Healthcare 20.44%
3 Financials 16.33%
4 Communication Services 8.68%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,000
177
-4,550