WW
Waterfront Wealth Portfolio holdings
AUM
$446M
This Quarter Return
+22.59%
1 Year Return
+17.07%
3 Year Return
+52.13%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
99.44%
Top 10 Holdings %
Top 10 Hldgs %
38.75%
Holding
141
New
138
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Commerce Bancshares
CBSH
|
$8.43M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$7.34M |
| 3 |
United Parcel Service
UPS
|
$6.99M |
| 4 |
Jefferies Financial Group
JEF
|
$5.92M |
| 5 |
Apple
AAPL
|
$5.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 25.75% |
| 2 | Technology | 11.28% |
| 3 | Industrials | 8.75% |
| 4 | Communication Services | 6.7% |
| 5 | Consumer Discretionary | 5.15% |
