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
$210M
AUM Growth
-$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$604K
2 +$486K
3 +$330K
4
SWKS icon
Skyworks Solutions
SWKS
+$254K
5
SNDK
SANDISK CORP
SNDK
+$216K

Top Sells

1 +$377K
2 +$371K
3 +$361K
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$346K
5
AIG icon
American International
AIG
+$345K

Sector Composition

1 Healthcare 6.45%
2 Financials 5.73%
3 Technology 3.73%
4 Energy 2.87%
5 Communication Services 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,999
127
-4,602
128
$0 ﹤0.01%
+125,000