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
$461M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.55M
3
+$1.32M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.01M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$1M

Top Sells

1
+$7.36M
2
+$931K
3
+$846K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$509K
5
PM icon
Philip Morris
PM
+$283K

Sector Composition

1 Financials 10.33%
2 Healthcare 4.5%
3 Communication Services 3.68%
4 Technology 3.66%
5 Consumer Staples 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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