WPW
Watershed Private Wealth Portfolio holdings
AUM
$275M
This Quarter Return
-3.47%
1 Year Return
+15.37%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-1.9%)
Cap. Flow
+$2.74M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
40.57%
Holding
100
New
11
Increased
28
Reduced
28
Closed
5
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.25M |
| 2 |
Visa
V
|
$1.09M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$684K |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$467K |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$424K |
Top Sells
| 1 |
Apple
AAPL
|
$1.06M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$518K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$467K |
| 4 |
Netflix
NFLX
|
$458K |
| 5 |
NVIDIA
NVDA
|
$261K |
Sector Composition
| 1 | Technology | 6.51% |
| 2 | Consumer Discretionary | 2.77% |
| 3 | Financials | 2.41% |
| 4 | Industrials | 1.26% |
| 5 | Communication Services | 0.8% |
