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
$59.3M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$990K
3
+$466K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$461K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$442K

Top Sells

1
+$346K
2
+$284K
3
+$279K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$278K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$240K

Sector Composition

1 Consumer Staples 8.51%
2 Technology 7.47%
3 Utilities 7.36%
4 Financials 7.29%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$474K 0.8%
7,411
+3,410
27
$466K 0.78%
+4,626
28
$465K 0.78%
17,925
-2,565
29
$463K 0.78%
11,237
+133
30
$442K 0.74%
+2,408
31
$432K 0.73%
16,662
32
$428K 0.72%
+15,309
33
$422K 0.71%
5,724
+412
34
$418K 0.7%
21,875
+2,347
35
$415K 0.7%
1,629
-14
36
$406K 0.68%
5,587
-944
37
$404K 0.68%
844
+44
38
$403K 0.68%
8,748
+372
39
$399K 0.67%
1,158
+48
40
$397K 0.67%
13,785
+915
41
$393K 0.66%
3,438
-146
42
$385K 0.65%
27,080
+2,118
43
$377K 0.64%
9,509
+315
44
$374K 0.63%
808
-280
45
$371K 0.63%
10,303
+1,073
46
$368K 0.62%
3,144
-607
47
$357K 0.6%
6,682
+354
48
$356K 0.6%
3,330
49
$353K 0.6%
6,540
+550
50
$352K 0.59%
9,050
+578
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