WPW

Watershed Private Wealth Portfolio holdings

AUM $316M
1-Year Est. Return 18.54%
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.2%
2 Consumer Discretionary 2.47%
3 Financials 1.77%
4 Industrials 1.13%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$220K 0.17%
+2,450
77
$201K 0.15%
+4,021
78
$122K 0.09%
+17,872