PWP

Private Wealth Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 25.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$2.39M
3 +$1.26M
4
MRVL icon
Marvell Technology
MRVL
+$1.04M
5
FCX icon
Freeport-McMoran
FCX
+$973K

Top Sells

1 +$16.5M
2 +$16M
3 +$12.4M
4
AMZN icon
Amazon
AMZN
+$12M
5
JPM icon
JPMorgan Chase
JPM
+$10.9M

Sector Composition

1 Technology 32.73%
2 Healthcare 18.78%
3 Financials 15.43%
4 Consumer Discretionary 8.24%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-40,000
177
-34,835