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
$232M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$827K
3 +$752K
4
PNC icon
PNC Financial Services
PNC
+$527K
5
MRK icon
Merck
MRK
+$512K

Sector Composition

1 Healthcare 7.29%
2 Financials 6.29%
3 Technology 4.65%
4 Consumer Staples 3.52%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,372
152
-1,398
153
$0 ﹤0.01%
100,000