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
351
$200K 0.01%
5,952
352
$168K 0.01%
10,100
353
$167K 0.01%
22,297
354
$126K 0.01%
1,413
355
$122K 0.01%
16,430
356
$91K 0.01%
20,000
357
$84K 0.01%
11,318
358
$72K ﹤0.01%
10,315
359
$54K ﹤0.01%
537
360
$31K ﹤0.01%
3,981
361
$22K ﹤0.01%
963
362
$22K ﹤0.01%
+20,000
363
$13K ﹤0.01%
12,000
364
$12K ﹤0.01%
573
365
-371
366
-10,000