PPWP

Proquility Private Wealth Partners Portfolio holdings

AUM $324M
1-Year Est. Return 8.88%
This Quarter Est. Return
1 Year Est. Return
+8.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$5.21M
2 +$4.81M
3 +$3.76M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$3.71M
5
AVGO icon
Broadcom
AVGO
+$3.22M

Sector Composition

1 Financials 7.21%
2 Energy 4.06%
3 Industrials 3.85%
4 Real Estate 3.79%
5 Technology 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-39,122
102
-1,939
103
-9,306
104
-9,929