Also trades as: PWPPW (NASDAQ) · $vol 0M
PWP NASDAQ
Perella Weinberg Partners
1W: +0.4%
1M: -12.8%
3M: -14.0%
YTD: -27.0%
1Y: -36.0%
3Y: +39.3%
5Y: +0.0%
$12.77
+0.23 (+1.83%)
Weekly Expected Move ±12.3%
$9
$11
$12
$14
$15
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
91
ETFs Holding
Total ETF Value
1.29%
Max Weight
0.089%
Avg Weight
ETF Holdings by Value
ETFs Holding PWP
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 | VTSAX | 0.0015% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 2 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0015% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 3 | VITSX | 0.0015% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 4 | VSMPX | 0.0015% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 5 | FCVIX | 0.6120% | 108 | 20.2% | 19.6 | 0.01% | ||
| 6 | FCPVX | 0.6120% | 108 | 20.2% | 20.2 | 0.01% | ||
| 7 | NJM | 0.0294% | 1,897 | 8.0% | 11.8 | 0.01% | ||
| 8 |
IWM
iShares Russell 2000 ETF
|
0.0313% | 1,965 | 3.3% | 9.3 | 0.02% | ||
| 9 | FSLCX | 1.0520% | 150 | 20.8% | 15.9 | 0.01% | ||
| 10 |
VXF
Vanguard Extended Market ETF
|
0.0147% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 11 | VEMPX | 0.0147% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 12 | VEXAX | 0.0147% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 13 | VIEIX | 0.0147% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 14 | FSSNX | 0.0400% | 1,952 | 3.2% | 7.5 | 0.02% | ||
| 15 | CGOAX | 0.3200% | 104 | 26.3% | 35.1 | 0.00% | ||
| 16 | FIDGX | 0.1130% | 302 | 9.9% | 10.7 | 0.00% | ||
| 17 | FCTGX | 0.1130% | 302 | 9.9% | 10.7 | 0.00% | ||
| 18 | FCAGX | 0.1130% | 302 | 9.9% | 10.7 | 0.00% | ||
| 19 | FCCGX | 0.1130% | 302 | 9.9% | 10.7 | 0.00% | ||
| 20 | FCIGX | 0.1130% | 302 | 9.9% | 10.7 | 0.00% | ||
| 21 | FCPGX | 0.1130% | 301 | 9.9% | 10.8 | 0.00% | ||
| 22 |
IWO
iShares Russell 2000 Growth ETF
|
0.0625% | 1,114 | 6.4% | -1.2 | 0.01% | ||
| 23 | NLO | 0.0564% | 1,077 | 14.6% | 14.9 | 0.01% | ||
| 24 |
VTWO
Vanguard Russell 2000 ETF
|
0.0394% | 1,992 | 3.3% | 8.8 | 0.01% | ||
| 25 |
DFAS
Dimensional - US Small Cap ETF
|
0.0189% | 2,090 | 2.6% | 15.2 | 0.01% | ||
| 26 | FSMAX | 0.0150% | 3,181 | 8.8% | 12.6 | 0.01% | ||
| 27 |
KCE
State Street SPDR S&P Capital Markets ETF
|
1.2924% | 66 | 19.1% | 18.2 | 0.02% | ||
| 28 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0224% | 1,743 | 2.8% | 15.7 | 0.02% | ||
| 29 | VEVFX | 0.2877% | 172 | 13.8% | 29.0 | 0.02% | ||
| 30 | FIDSX | 0.4270% | 60 | 45.8% | 17.9 | 0.02% | ||
| 31 | FFSIX | 0.3600% | 62 | 45.7% | 17.2 | 0.02% | ||
| 32 | FSKAX | 0.0020% | 3,600 | 34.8% | 51.6 | 0.01% | ||
| 33 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0304% | 1,732 | 3.7% | 24.8 | 0.02% | ||
| 34 | MASKX | 0.0401% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 35 | MDSKX | 0.0401% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 36 |
GSC
Goldman Sachs Small Cap Equity ETF
|
0.7400% | 99 | 16.6% | 6.5 | 0.01% | ||
| 37 |
VFH
Vanguard Financials ETF
|
0.0134% | 423 | 48.2% | 18.3 | 0.02% | ||
| 38 | VFAIX | 0.0134% | 410 | 44.5% | 17.3 | 0.02% | ||
| 39 | KOC | 0.1200% | 33 | 73.3% | 17.1 | 0.02% | ||
| 40 |
VTWG
Vanguard Russell 2000 Growth ETF
|
0.0782% | 1,129 | 6.4% | -0.6 | 0.01% | ||
| 41 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0013% | 2,420 | 33.8% | 62.4 | 0.01% | ||
| 42 | FECGX | 0.0800% | 1,103 | 6.0% | 4.1 | 0.01% | ||
| 43 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0013% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 44 |
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
0.0900% | 35 | 74.2% | 18.6 | 0.02% | ||
| 45 | FNCMX | 0.0040% | 2,781 | 57.5% | 72.7 | 0.27% | ||
| 46 |
DES
WisdomTree U.S. SmallCap Dividend Fund
|
0.0358% | 507 | 9.6% | 30.9 | 0.03% | ||
| 47 | FZROX | 0.0020% | 2,631 | 33.4% | 51.3 | 0.01% | ||
| 48 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0014% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 49 | VBAIX | 0.0009% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 50 | VBINX | 0.0009% | 3,219 | 19.6% | 52.8 | 0.01% | ||
| 51 | VBIAX | 0.0009% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 52 |
RSSL
Global X - Russell 2000 ETF
|
0.0400% | 1,967 | 3.3% | 7.7 | 0.02% | ||
| 53 |
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
0.0203% | 1,481 | 4.1% | 16.4 | 0.01% | ||
| 54 |
SMMD
iShares Russell 2500 ETF
|
0.0127% | 2,474 | 3.1% | 19.4 | 0.02% | ||
| 55 | VITPX | 0.0015% | 3,015 | 34.6% | 62.4 | 0.01% | ||
| 56 | VITNX | 0.0015% | 3,134 | 32.0% | 52.7 | 0.01% | ||
| 57 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0011% | 2,380 | 33.9% | 62.5 | 0.01% | ||
| 58 | FZIPX | 0.0170% | 2,126 | 3.3% | 18.3 | 0.02% | ||
| 59 | NMV | 0.0013% | 2,552 | 34.3% | 54.6 | 0.01% | ||
| 60 |
FNCL
Fidelity MSCI Financials Index ETF
|
0.0100% | 381 | 48.4% | 17.8 | 0.02% | ||
| 61 |
RUSC
Russell Investments Exchange Traded Funds - Russell Investments US Small Cap Equity ETF
|
0.2850% | 498 | 4.9% | -1.0 | 0.02% | ||
| 62 |
AIMS
Acuitas Small Cap Active ETF
|
0.2600% | 282 | 11.8% | 30.1 | 0.01% | ||
| 63 |
IWV
iShares Russell 3000 ETF
|
0.0010% | 2,579 | 33.7% | 62.4 | 0.01% | ||
| 64 | BSMAX | 0.0148% | 1,910 | 4.1% | 12.6 | 0.01% | ||
| 65 | FLXSX | 0.0460% | 1,623 | 3.6% | 11.2 | 0.01% | ||
| 66 |
EES
WisdomTree U.S. SmallCap Fund
|
0.0281% | 862 | 8.6% | 22.2 | 0.02% | ||
| 67 |
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
0.0726% | 1,100 | 11.2% | 17.1 | 0.02% | ||
| 68 |
ISCV
iShares Morningstar Small Cap Value ETF
|
0.0300% | 1,036 | 5.5% | 18.8 | 0.02% | ||
| 69 | HKJ | 0.0180% | 940 | 8.3% | 22.8 | 0.01% | ||
| 70 |
VTHR
Vanguard Russell 3000 ETF
|
0.0015% | 2,980 | 34.7% | 63.1 | 0.01% | ||
| 71 | HKK | 0.0143% | 1,062 | 5.9% | 15.0 | 0.02% | ||
| 72 |
RFLR
Innovator U.S. Small Cap Managed Floor ETF
|
0.0800% | 823 | 3.8% | 8.7 | 0.02% | ||
| 73 | BASMX | 0.0013% | 1,985 | 19.9% | 91.7 | 0.01% | ||
| 74 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0004% | 2,154 | 34.0% | 42.9 | 0.01% | ||
| 75 |
ITWO
ProShares Russell 2000 High Income ETF
|
0.0291% | 1,961 | 3.1% | 9.2 | 0.02% | ||
| 76 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0021% | 1,967 | 30.7% | 39.3 | 0.01% | ||
| 77 | HKG | 0.0150% | 1,533 | 4.5% | 18.8 | 0.02% | ||
| 78 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0062% | 3,661 | 2.5% | 20.4 | 0.02% | ||
| 79 |
URTY
LEV
ProShares - UltraPro Russell2000
|
0.0149% | 1,964 | 22.8% | 9.2 | 0.02% | ||
| 80 |
AVTM
Avantis Total Equity Markets ETF 1
|
0.0100% | 1,702 | 40.6% | 45.5 | 0.01% | ||
| 81 |
MSML
iShares MSCI USA Small-Cap ETF
|
0.0100% | 1,657 | 4.0% | 21.1 | 0.02% | ||
| 82 |
FESC
First Eagle Small Cap Equity ETF
|
0.5700% | 174 | 10.5% | 34.8 | 0.01% | ||
| 83 |
UWM
LEV
ProShares - Ultra Russell2000
|
0.0126% | 1,963 | 39.1% | 9.2 | 0.02% | ||
| 84 |
DTD
WisdomTree U.S. Total Dividend Fund
|
0.0015% | 805 | 23.6% | 26.9 | 0.02% | ||
| 85 |
IWMW
iShares Russell 2000 BuyWrite ETF
|
0.0315% | 1,963 | 3.3% | 9.3 | 0.02% | ||
| 86 |
QSML
WisdomTree U.S. SmallCap Quality Growth Fund
|
0.1069% | 375 | 7.1% | -4.7 | 0.01% | ||
| 87 |
MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
|
0.0012% | 1,818 | 6.1% | 16.1 | 0.01% | ||
| 88 |
KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
|
0.0500% | 819 | 3.1% | 6.8 | 0.02% | ||
| 89 |
PJSM
PGIM Jennison Small-Mid Cap Core Equity ETF
|
0.1063% | 249 | 19.8% | 13.8 | 0.01% | ||
| 90 |
HDG
ProShares - Hedge Replication ETF
|
0.0050% | 1,960 | 0.5% | 9.2 | 0.02% | ||
| 91 |
ITDF
iShares LifePath Target Date 2050 ETF
|
0.0009% | 7,948 | 19.6% | 47.8 | 0.02% | ||
| 92 |
ITDE
iShares LifePath Target Date 2045 ETF
|
0.0007% | 7,963 | 17.8% | 47.8 | 0.02% | ||
| 93 |
ITDD
iShares LifePath Target Date 2040 ETF
|
0.0006% | 7,963 | 15.8% | 47.9 | 0.02% | ||
| 94 |
ITDG
iShares LifePath Target Date 2055 ETF
|
0.0010% | 7,948 | 20.8% | 47.5 | 0.02% | ||
| 95 |
ITDH
iShares LifePath Target Date 2060 ETF
|
0.0010% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 96 |
ITDC
iShares LifePath Target Date 2035 ETF
|
0.0004% | 7,963 | 13.9% | 48.2 | 0.02% | ||
| 97 |
RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
|
0.0267% | 1,953 | 2.9% | 8.9 | 0.02% | ||
| 98 |
ITDI
iShares LifePath Target Date 2065 ETF
|
0.0010% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 99 |
JKL
iShares Morningstar Small-Cap Value ETF
|
0.0300% | 1,037 | 5.4% | 18.3 | 0.02% | ||
| 100 |
ITDJ
iShares LifePath Target Date 2070 ETF
|
0.0010% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 101 |
ITDB
iShares LifePath Target Date 2030 ETF
|
0.0002% | 7,963 | 11.3% | 48.8 | 0.02% | ||
| 102 |
IRTR
iShares LifePath Retirement ETF
|
0.0002% | 7,963 | 8.6% | 48.8 | 0.02% | ||
| 103 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0200% | 1,560 | 3.5% | 14.8 | 0.01% | ||
| 104 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0100% | 1,661 | 4.2% | 20.8 | 0.01% | ||
| 105 | VMNFX | -0.2044% | 611 | 8.2% | -908.3 | -0.02% | ||
| 106 | BDMIX | -0.0158% | 3,803 | 14.6% | -8368.4 | 3.97% |
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