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PWP
Private Wealth Partners Portfolio holdings
AUM
$1.3B
1-Year Est. Return
26.2%
This Fund
S&P 500
1 Year Est. Return
+26.2%
AUM
$1.41B
AUM Growth
+$8.62M
(+0.61%)
Holding
182
Top Buys
| 1 | +$14.4M | |
| 2 | +$6.44M | |
| 3 | +$3.72M | |
| 4 |
Honeywell
HON
|
+$2.6M |
| 5 |
GTOP
Goldman Sachs Technology Opportunities ETF
GTOP
|
+$1.91M |
Top Sells
| 1 | +$19.8M | |
| 2 | +$7.97M | |
| 3 | +$6.12M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$5.05M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$4.36M |
Sector Composition
| 1 | Technology | 32.06% |
| 2 | Financials | 18.11% |
| 3 | Healthcare | 16.4% |
| 4 | Communication Services | 10.8% |
| 5 | Consumer Discretionary | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
ServiceNow
NOW
$107B
| – | – |
-1,325
|
|
||
177
First Trust Cloud Computing ETF
SKYY
$3.06B
| – | – |
-1,791
|
|
||
178
T. Rowe Price
TROW
$23.3B
| – | – |
-3,100
|
|
||
179
Albertsons Companies
ACI
$7.35B
| – | – |
-36,830
|
|
||
180
Ares Management
ARES
$30.5B
| – | – |
-5,640
|
|
||
181
BlackRock Flexible Income ETF
BINC
$16.2B
| – | – |
-4,500
|
|
||
182
Carlyle Group
CG
$16.6B
| – | – |
-3,500
|
|