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
$235M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.96%
2 Consumer Discretionary 2.24%
3 Financials 2.18%
4 Industrials 1.41%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,914
127
-1,104