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
$246M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Sells

1 +$3.3M
2 +$992K
3 +$883K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K
5
CPB icon
Campbell Soup
CPB
+$713K

Sector Composition

1 Healthcare 6.79%
2 Financials 5.31%
3 Technology 3.87%
4 Consumer Discretionary 2.3%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,010
127
-8,310
128
-1,593
129
-5,046
130
-2,489
131
-2,980
132
-15,711
133
$0 ﹤0.01%
100,000
-20,000
134
-7,619