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PWM

PRW Wealth Management Portfolio holdings

AUM $262M
1-Year Est. Return 22.64%
This Fund
S&P 500
This Quarter Est. Return
+4.28%
1 Year Est. Return
+22.64%
3 Year Est. Return
+42.27%
5 Year Est. Return
+101.04%
10 Year Est. Return
AUM
$90.2M
AUM Growth
-$17.4M
Cap. Flow
-$20.8M
Cap. Flow %
-23.11%
Top 10 Hldgs %
61.35%
Holding
800
New
Increased
18
Reduced
17
Closed
745

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.26%
2 Energy 8.23%
3 Consumer Discretionary 7.15%
4 Financials 5.82%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MHK icon
426
Mohawk Industries
MHK
$8.76B
-40
Closed -$5K
MKC icon
427
McCormick & Company Non-Voting
MKC
$14.8B
-1,604
Closed -$120K
MLM icon
428
Martin Marietta Materials
MLM
$37.4B
-6
Closed -$1K
MRSH
429
Marsh
MRSH
$92.5B
-79
Closed -$8K
MMM icon
430
3M
MMM
$89.9B
-665
Closed -$116K
MNST icon
431
Monster Beverage
MNST
$91.4B
-64
Closed -$1K
MOAT icon
432
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
-2,250
Closed -$105K
MO icon
433
Altria Group
MO
$114B
-411
Closed -$23K
MOS icon
434
The Mosaic Company
MOS
$7.43B
-6
Closed
MPC icon
435
Marathon Petroleum
MPC
$103B
-1,086
Closed -$64K
MRK icon
436
Merck
MRK
$364B
-1,004
Closed -$81K
MRVL icon
437
Marvell Technology
MRVL
$195B
-22
Closed
MS icon
438
Morgan Stanley
MS
$338B
-1,101
Closed -$46K
MSGS icon
439
Madison Square Garden
MSGS
$9.33B
-24
Closed -$5K
MSI icon
440
Motorola Solutions
MSI
$80.2B
-10
Closed -$1K
MSM icon
441
MSC Industrial Direct
MSM
$6.65B
-17
Closed -$1K
MTCH icon
442
Match Group
MTCH
$9.58B
-1,004
Closed -$57K
MTD icon
443
Mettler-Toledo International
MTD
$27.9B
-3
Closed -$2K
MTB icon
444
M&T Bank
MTB
$34.3B
-3
Closed
MTN icon
445
Vail Resorts
MTN
$5.11B
-3
Closed -$1K
MU icon
446
Micron Technology
MU
$1.04T
-192
Closed -$7K
MUSA icon
447
Murphy USA
MUSA
$9.26B
-9
Closed -$1K
NBIX icon
448
Neurocrine Biosciences
NBIX
$15.7B
-58
Closed -$6K
NBR icon
449
Nabors Industries
NBR
$1.4B
-3
Closed -$1K
NBTB icon
450
NBT Bancorp
NBTB
$2.67B
-11
Closed

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PRW Wealth Management's Q2 2019 Portfolio in Review

As of Q2 2019, PRW Wealth Management held 800 positions worth $90.2M, down 16% from $108M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

PRW Wealth Management withdrew a net $20.8M in Q2 2019, closing 745 positions and reducing 17 holdings. Its most notable exit was iShares MSCI USA Value Factor ETF, an estimated $478K position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 69% of assets, up from 60% a quarter earlier, followed by Energy and Consumer Discretionary.

Against the trend, PRW Wealth Management added an estimated $2.01M to iShares MSCI USA Min Vol Factor ETF.

  • PRW Wealth Management added most to iShares MSCI USA Min Vol Factor ETF in Q2 2019, an estimated $2.01M increase.
  • PRW Wealth Management's biggest Q2 2019 reduction was LHC Group LLC, cutting an estimated $6.78M.
  • PRW Wealth Management fully exited iShares MSCI USA Value Factor ETF in Q2 2019, selling an estimated $478K.
  • PRW Wealth Management's ten largest holdings make up 61% of its $90.2M portfolio in Q2 2019.
  • PRW Wealth Management opened 0 new positions and closed 745 in Q2 2019.
  • PRW Wealth Management's portfolio value fell 16% quarter-over-quarter to $90.2M.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.