WPW

Waldron Private Wealth Portfolio holdings

AUM $2.47B
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
-$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$262K
3
+$211K
4
IAT icon
iShares US Regional Banks ETF
IAT
+$210K
5
TDS icon
Telephone and Data Systems
TDS
+$210K

Top Sells

1
+$6.21M
2
+$4.12M
3
+$3.88M
4
DCP
DCP Midstream, LP
DCP
+$2.62M
5
WPZ
Williams Partners L.P.
WPZ
+$2.54M

Sector Composition

1 Healthcare 5.25%
2 Financials 4.99%
3 Communication Services 3.85%
4 Technology 3.18%
5 Consumer Staples 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
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