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
$272M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$782K
3 +$762K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$466K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$389K

Top Sells

1 +$1.65M
2 +$1.03M
3 +$746K
4
WFC icon
Wells Fargo
WFC
+$602K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$589K

Sector Composition

1 Healthcare 6.68%
2 Financials 5.86%
3 Communication Services 5.54%
4 Technology 4.49%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
100,000
-100,000
177
-11,900