Austin Private Wealth LLC 13F Portfolio

FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
Austin Private Wealth LLCAustin Private Wealth LLC-1.94%$1113461000 276

Top Holdings Performance History

Austin Private Wealth LLC Holdings Map

Top 50 Austin Private Wealth LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Austin Private Wealth LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds