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
$694M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Sells

1 +$7.1M
2 +$3.63M
3 +$3.61M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$2.32M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.49M

Sector Composition

1 Financials 6.61%
2 Healthcare 3.96%
3 Technology 3.12%
4 Communication Services 2.73%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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227
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228
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229
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230
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231
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232
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