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
$1.61B
AUM Growth
-$807K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$22K

Top Sells

1 +$311K
2 +$180K

Sector Composition

1 Financials 6.28%
2 Technology 5.94%
3 Healthcare 4.23%
4 Consumer Staples 2.46%
5 Consumer Discretionary 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$449K 0.03%
2,933
252
$445K 0.03%
7,164
253
$444K 0.03%
13,334
254
$443K 0.03%
3,181
255
$441K 0.03%
13,083
256
$434K 0.03%
12,944
257
$425K 0.03%
5,769
258
$423K 0.03%
2,857
259
$412K 0.03%
5,966
260
$404K 0.03%
10,880
261
$398K 0.02%
5,012
262
$398K 0.02%
5,530
263
$396K 0.02%
24,791
264
$394K 0.02%
2,644
265
$393K 0.02%
39,714
266
$390K 0.02%
1,763
267
$390K 0.02%
1,699
268
$388K 0.02%
27,000
269
$385K 0.02%
9,252
270
$383K 0.02%
5,639
271
$378K 0.02%
3,110
272
$376K 0.02%
1,106
273
$376K 0.02%
10,706
274
$373K 0.02%
1,995
275
$369K 0.02%
1,642