WPW

Waldron Private Wealth Portfolio holdings

AUM $2.53B
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$938M
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$46.1M
3
+$42.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$20.9M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$17.8M

Top Sells

1
+$97.7M
2
+$23.1M
3
+$12.8M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$12.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$11.3M

Sector Composition

1 Financials 9.66%
2 Technology 5.37%
3 Healthcare 4.51%
4 Communication Services 3.12%
5 Consumer Staples 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
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