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
$265M
AUM Growth
-$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$3.84M
2 +$1.19M
3 +$1.06M
4
VZ icon
Verizon
VZ
+$943K
5
WFC icon
Wells Fargo
WFC
+$712K

Sector Composition

1 Healthcare 6.59%
2 Financials 6.34%
3 Communication Services 6%
4 Technology 5.03%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,277
177
-3,500
178
-2,700
179
-1,919
180
-6,963
181
$0 ﹤0.01%
200,000
+100,000