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
$251M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.91M
2 +$1.84M
3 +$1.66M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.3M

Sector Composition

1 Technology 7.2%
2 Consumer Discretionary 2.45%
3 Financials 2.23%
4 Industrials 1.59%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,040
127
-2,841