IPWA

International Private Wealth Advisors Portfolio holdings

AUM $117M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.8M
AUM Growth
-$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$384K
3
+$376K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$369K
5
FNF icon
Fidelity National Financial
FNF
+$357K

Top Sells

1
+$14.1M
2
+$9.7M
3
+$5.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.95M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4M

Sector Composition

1 Utilities 8.89%
2 Financials 8.83%
3 Consumer Staples 8.46%
4 Technology 7.11%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$463K 0.89%
1,643
+212
27
$460K 0.89%
9,233
-101,671
28
$452K 0.87%
16,662
29
$440K 0.85%
3,751
+1,492
30
$437K 0.84%
4,840
-800
31
$436K 0.84%
2,285
+883
32
$434K 0.84%
4,737
+2,099
33
$431K 0.83%
3,584
-60
34
$427K 0.82%
2,705
+1,041
35
$426K 0.82%
1,110
-204
36
$411K 0.79%
9,194
+4,159
37
$408K 0.79%
11,390
-270,539
38
$400K 0.77%
15,817
-158,036
39
$395K 0.76%
24,962
+11,151
40
$389K 0.75%
13,912
-50,480
41
$384K 0.74%
+4,789
42
$377K 0.73%
28,360
+11,987
43
$376K 0.72%
+10,092
44
$372K 0.72%
3,284
+1,178
45
$369K 0.71%
+8,376
46
$359K 0.69%
6,531
+2,928
47
$358K 0.69%
3,330
-122
48
$357K 0.69%
+6,717
49
$356K 0.69%
+12,870
50
$355K 0.69%
800
-1,221
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