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
$1.61B
AUM Growth
-$807K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$22K

Top Sells

1 +$311K
2 +$180K

Sector Composition

1 Financials 6.28%
2 Technology 5.94%
3 Healthcare 4.23%
4 Consumer Staples 2.46%
5 Consumer Discretionary 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$670K 0.04%
23,956
202
$664K 0.04%
6,474
203
$663K 0.04%
12,356
204
$658K 0.04%
9,314
205
$652K 0.04%
2,685
206
$652K 0.04%
50,900
207
$649K 0.04%
2,857
208
$649K 0.04%
7,052
209
$646K 0.04%
14,864
210
$645K 0.04%
10,468
211
$642K 0.04%
2,385
212
$642K 0.04%
18,637
213
$636K 0.04%
8,689
214
$630K 0.04%
5,890
215
$629K 0.04%
15,654
216
$608K 0.04%
3,931
217
$603K 0.04%
13,178
218
$592K 0.04%
18,454
219
$591K 0.04%
1,936
220
$584K 0.04%
14,330
221
$574K 0.04%
5,751
222
$564K 0.04%
4,526
223
$546K 0.03%
18,716
224
$545K 0.03%
6,066
225
$545K 0.03%
4,889