PWM
PTM Wealth Management Portfolio holdings
AUM
$151M
This Quarter Return
-3.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.1M
AUM Growth
–
Cap. Flow
+$95.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.26%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.49% |
| 2 | Utilities | 1.69% |
| 3 | Communication Services | 0.49% |
| 4 | Consumer Discretionary | 0.46% |
| 5 | Industrials | 0.4% |
