WPW
Waldron Private Wealth Portfolio holdings
AUM
$2.29B
This Quarter Return
+7.7%
1 Year Return
+14.99%
3 Year Return
+58.85%
5 Year Return
+98.92%
10 Year Return
+184.99%
AUM
$1.61B
AUM Growth
+$1.61B
(-0.05%)
Cap. Flow
-$807K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
45.13%
Holding
381
New
1
Increased
–
Reduced
–
Closed
6
Top Buys
| 1 |
Vodafone
VOD
|
$22K |
Top Sells
| 1 |
Y
Alleghany Corporation
Y
|
$311K |
| 2 |
LFG
Archaea Energy Inc.
LFG
|
$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% |
