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
$2.03B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Sells

1 +$14.3M
2 +$1.97M
3 +$1.86M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.86M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.75M

Sector Composition

1 Technology 6.25%
2 Financials 6.05%
3 Healthcare 3.55%
4 Industrials 2.88%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-1,064