PWS

Private Wealth Strategies Portfolio holdings

AUM $498M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 2.52%
2 Technology 2.21%
3 Industrials 1.41%
4 Healthcare 1.25%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-73,101