IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$817K
3
+$781K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$730K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$700K

Top Sells

1
+$1.69M
2
+$1.01M
3
+$600K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$542K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Sector Composition

1 Technology 10.15%
2 Consumer Staples 7.41%
3 Consumer Discretionary 6.56%
4 Financials 6.11%
5 Utilities 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.99%
9,702
+2,207
27
$1.1M 0.95%
14,026
+27
28
$1.09M 0.93%
18,128
+656
29
$1.08M 0.92%
6,752
-306
30
$1.04M 0.89%
1,413
+877
31
$968K 0.83%
9,900
+1,752
32
$924K 0.79%
18,228
-1,006
33
$885K 0.76%
8,918
-1,188
34
$835K 0.72%
18,250
-352
35
$781K 0.67%
+29,964
36
$703K 0.6%
3,786
+832
37
$693K 0.59%
23,658
38
$683K 0.59%
25,696
-6,991
39
$672K 0.58%
6,135
+64
40
$656K 0.56%
11,191
-3,010
41
$656K 0.56%
1,847
+144
42
$595K 0.51%
1,623
-107
43
$590K 0.51%
+6,950
44
$587K 0.5%
4,308
+1,391
45
$580K 0.5%
6,328
-5,907
46
$580K 0.5%
13,621
+5,493
47
$578K 0.5%
17,216
+8,348
48
$557K 0.48%
6,821
+870
49
$549K 0.47%
3,003
+8
50
$544K 0.47%
24,098
+5,027
1
2
3 4 5