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
$425M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Sells

1 +$987K
2 +$247K
3 +$229K
4
IPG icon
Interpublic Group of Companies
IPG
+$222K
5
SH icon
ProShares Short S&P500
SH
+$218K

Sector Composition

1 Healthcare 4.87%
2 Consumer Staples 4.54%
3 Financials 4.4%
4 Communication Services 4.01%
5 Technology 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,700
177
-2,632
178
$0 ﹤0.01%
100,000