WPW

Waldron Private Wealth Portfolio holdings

AUM $2.47B
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$4.21M
3
+$4.06M
4
STBA icon
S&T Bancorp
STBA
+$3.39M
5
CPB icon
Campbell Soup
CPB
+$1.93M

Top Sells

1
+$7.31M
2
+$4.97M
3
+$2.87M
4
REET icon
iShares Global REIT ETF
REET
+$2.49M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.04M

Sector Composition

1 Technology 6.61%
2 Financials 4.53%
3 Healthcare 3.99%
4 Communication Services 2.2%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$319K 0.02%
826
+24
277
$316K 0.02%
1,729
+40
278
$313K 0.02%
+24,791
279
$312K 0.02%
6,913
+5
280
$311K 0.02%
3,868
-680
281
$308K 0.02%
7,983
+104
282
$307K 0.02%
9,126
+432
283
$306K 0.02%
28,208
-1,901
284
$305K 0.02%
8,287
285
$304K 0.02%
3,450
-1,763
286
$303K 0.02%
1,180
+2
287
$302K 0.02%
7,767
-142
288
$300K 0.02%
6,910
+124
289
$299K 0.02%
4,448
+6
290
$294K 0.02%
3,825
+18
291
$293K 0.02%
4,224
+80
292
$292K 0.02%
+1,332
293
$290K 0.02%
1,358
+18
294
$285K 0.01%
5,572
-68
295
$281K 0.01%
1,394
296
$279K 0.01%
2,525
+468
297
$278K 0.01%
713
+24
298
$277K 0.01%
841
+26
299
$277K 0.01%
2,952
-99
300
$277K 0.01%
4,399
+424
10 11
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