Portfolio (Quarterly)
Guide ↗
Perigon Wealth Management, LLC
· CIK 0001575239| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | NXDR | NEXTDOOR HOLDINGS INC | Communication Services | 46,890 | $66K | 0.00% | SOLD |
| 62 | ACHR | ARCHER AVIATION INC | Industrials | 11,912 | $62K | 0.00% | SOLD |
| 63 | GRAB | GRAB HOLDINGS LIMITED | Technology | 10,801 | $40K | 0.00% | SOLD |
| 64 | ABEV | AMBEV SA | Consumer Defensive | 10,214 | $30K | 0.00% | SOLD |
| 65 | FFAI | FARADAY FUTURE INTLGT ELEC I | Consumer Cyclical | 10,010 | $3K | — | SOLD |
| 66 | — | QUHUO LTD | — | 11,306 | $1K | — | SOLD |
| 67 | — CALL | C3 AI INC | — | 21,000 | $2.0 | — | SOLD |
Sector Allocation
Technology
37.4%
Financial Services
21.3%
Communication Services
8.8%
Consumer Cyclical
8.1%
Healthcare
7.1%
Industrials
6.5%
Consumer Defensive
3.2%
Energy
3.1%
Utilities
1.8%
Real Estate
1.5%