WPW
Watershed Private Wealth Portfolio holdings
AUM $250M
AUM
$250M
AUM Growth
-$6.3M (-2%)
Cap. Flow
+$6.25M
Cap. Flow % of AUM
2.5%
Top 10 Holdings %Top 10 Hldgs %
54.24%
Holding
120
New
8
Increased
27
Reduced
40
Closed
9
Top Buys
1 | $3.78M | |
2 | $3.26M | |
3 | $2.61M | |
4 | $2.31M | |
5 | $2.1M |
Top Sells
1 | $3.27M | |
2 | $2.84M | |
3 | $1.86M | |
4 | $1.7M | |
5 | $1.58M |
Sector Composition
1 | Technology | 6.82% |
2 | Financials | 2.51% |
3 | Consumer Discretionary | 2.17% |
4 | Industrials | 1.33% |
5 | Communication Services | 0.88% |