WPW

Waldron Private Wealth Portfolio holdings

AUM $2.29B
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Sells

1 +$832K
2 +$578K
3 +$435K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$367K
5
TGT icon
Target
TGT
+$286K

Sector Composition

1 Financials 6.46%
2 Healthcare 6.06%
3 Energy 6.03%
4 Technology 5.41%
5 Communication Services 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
100,000