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
326
$227K 0.01%
+2,166
327
$227K 0.01%
6,751
+427
328
$227K 0.01%
1,000
329
$226K 0.01%
+690
330
$226K 0.01%
2,124
-865
331
$226K 0.01%
13,183
+374
332
$224K 0.01%
581
333
$220K 0.01%
582
-1
334
$219K 0.01%
7,024
-1,554
335
$218K 0.01%
+2,892
336
$217K 0.01%
7,925
-150
337
$216K 0.01%
1,099
-31
338
$214K 0.01%
+782
339
$213K 0.01%
+2,344
340
$213K 0.01%
1,936
-290
341
$213K 0.01%
2,309
-3
342
$212K 0.01%
+1,276
343
$212K 0.01%
+2,078
344
$211K 0.01%
460
-32
345
$211K 0.01%
894
346
$211K 0.01%
3,293
+320
347
$210K 0.01%
1,857
-83
348
$209K 0.01%
8,230
-2,971
349
$206K 0.01%
4,363
-2,391
350
$205K 0.01%
+2,733
12 13
14
15 16