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
$2.22B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Sells

1 +$14.8M
2 +$14.5M
3 +$5.87M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.13M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.07M

Sector Composition

1 Technology 6.91%
2 Financials 4.99%
3 Healthcare 4.08%
4 Communication Services 2.26%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11 ﹤0.01%
+10,000
427
-7,128
428
-2,816
429
-1,998
430
-3,199
431
-3,297
432
-2,916
433
-4,018
434
-467
435
-8,384
436
-6,980
437
-8,253
438
-1,726
439
-6,395
440
-390
441
-11,325
442
-39,714
443
-13,502
444
-4,913
445
-13,396
446
-2,342
447
-3,525
448
-4,046
449
-2,157
450
-16,000