PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
1-Year Est. Return
15.92%
1 Year Est. Return
+15.92%
AUM
$1.21B
AUM Growth
-$97.5M
(-7.5%)
Holding
188
Top Buys
| 1 | +$5.28M | |
| 2 | +$3.96M | |
| 3 | +$2.4M | |
| 4 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
+$2.22M |
| 5 |
Honeywell
HON
|
+$2.12M |
Top Sells
| 1 | +$6.05M | |
| 2 | +$4.12M | |
| 3 | +$3.73M | |
| 4 |
JPMorgan Chase
JPM
|
+$3.01M |
| 5 |
Alibaba
BABA
|
+$2.63M |
Sector Composition
| 1 | Technology | 29.9% |
| 2 | Healthcare | 18.87% |
| 3 | Financials | 17.82% |
| 4 | Consumer Discretionary | 7.92% |
| 5 | Communication Services | 7.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Quanta Services
PWR
$65.2B
| – | – |
-846
|
|
||
177
First Trust Cloud Computing ETF
SKYY
$3.21B
| – | – |
-1,791
|
|
||
178
SLB Limited
SLB
$52.1B
| – | – |
-6,205
|
|
||
179
Snap
SNAP
$13.1B
| – | – |
-20,500
|
|
||
180
Southern Company
SO
$107B
| – | – |
-2,600
|
|
||
181
Constellation Brands
STZ
$24.8B
| – | – |
-1,746
|
|
||
182
Teradyne
TER
$22.8B
| – | – |
-1,850
|
|
||
183
TMC The Metals Company
TMC
$2.95B
| – | – |
-98,700
|
|
||
184
TSMC
TSM
$1.5T
| – | – |
-4,545
|
|
||
185
Texas Instruments
TXN
$155B
| – | – |
-1,242
|
|
||
186
Union Pacific
UNP
$134B
| – | – |
-3,083
|
|
||
187
United Parcel Service
UPS
$73.8B
| – | – |
-4,100
|
|
||
188
Viking Therapeutics
VKTX
$3.53B
| – | – |
-6,240
|
|