WPAM

Wright Private Asset Management Portfolio holdings

AUM $10.9M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$663K
2 +$655K
3 +$601K
4
T icon
AT&T
T
+$571K
5
IBM icon
IBM
IBM
+$478K

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.48%
2 Technology 16.88%
3 Healthcare 15.6%
4 Communication Services 13.47%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMR icon
26
Emerson Electric
EMR
$77.2B
$228K 2.09%
+4,183
PNC icon
27
PNC Financial Services
PNC
$77.6B
$224K 2.05%
+3,073
ED icon
28
Consolidated Edison
ED
$34.9B
$220K 2.01%
+3,781
HD icon
29
Home Depot
HD
$353B
$212K 1.94%
+2,734
WMT icon
30
Walmart
WMT
$917B
$209K 1.91%
+8,415
XOM icon
31
Exxon Mobil
XOM
$491B
$208K 1.9%
+2,307
MET icon
32
MetLife
MET
$51.8B
$207K 1.89%
+5,071
RAI
33
DELISTED
Reynolds American Inc
RAI
$206K 1.89%
+8,524
MCHP icon
34
Microchip Technology
MCHP
$35.6B
$203K 1.86%
+10,906