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
$219M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.2%
2 Financials 5.69%
3 Technology 3%
4 Energy 2.55%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$223K 0.1%
+3,883
102
$221K 0.1%
+13,352
103
$220K 0.1%
+1,510
104
$220K 0.1%
+4,369
105
$215K 0.1%
+5,700
106
$208K 0.09%
+9,256
107
$207K 0.09%
+3,453
108
$123K 0.06%
+11,000
109
$25K 0.01%
+12,000