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
$68.2M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1M
3
+$852K
4
AMZN icon
Amazon
AMZN
+$718K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$517K

Top Sells

1
+$299K
2
+$266K
3
+$258K
4
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$243K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$242K

Sector Composition

1 Technology 9.51%
2 Consumer Staples 7.84%
3 Consumer Discretionary 7.24%
4 Utilities 7.18%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$543K 0.8%
11,123
-963
27
$530K 0.78%
18,010
-3,172
28
$486K 0.71%
17,253
-672
29
$486K 0.71%
6,228
+641
30
$484K 0.71%
10,776
-461
31
$476K 0.7%
1,564
-65
32
$475K 0.7%
5,322
-402
33
$469K 0.69%
3,297
-200
34
$461K 0.68%
16,662
35
$453K 0.66%
4,502
-124
36
$453K 0.66%
20,578
-1,297
37
$450K 0.66%
1,112
-46
38
$450K 0.66%
12,981
-804
39
$431K 0.63%
25,703
-1,377
40
$423K 0.62%
14,604
-705
41
$416K 0.61%
+7,606
42
$415K 0.61%
9,080
-429
43
$411K 0.6%
6,250
-432
44
$399K 0.58%
+5,070
45
$399K 0.58%
9,707
-596
46
$387K 0.57%
4,446
-296
47
$382K 0.56%
3,264
-174
48
$380K 0.56%
773
-35
49
$375K 0.55%
5,316
-285
50
$372K 0.54%
3,594
-163
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2
3 4 5