IPWA

International Private Wealth Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.03M
3
+$2.88M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$2.82M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.51M

Top Sells

1
+$1.18M
2
+$595K
3
+$579K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$544K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$516K

Sector Composition

1 Technology 11.67%
2 Consumer Staples 6.3%
3 Financials 6.02%
4 Consumer Discretionary 5.31%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.01%
61,931
-22,633
27
$1.57M 0.99%
6,784
+2,998
28
$1.55M 0.98%
15,086
+5,186
29
$1.52M 0.95%
23,230
-126
30
$1.5M 0.95%
4,230
-244
31
$1.36M 0.85%
52,090
-23,068
32
$1.31M 0.82%
+34,597
33
$1.29M 0.81%
+22,139
34
$1.26M 0.79%
47,770
-17,308
35
$1.24M 0.78%
18,836
+708
36
$1.23M 0.77%
+33,765
37
$1.21M 0.76%
3,549
+1,702
38
$1.21M 0.76%
6,580
+4,390
39
$1.19M 0.75%
25,583
+11,962
40
$1.09M 0.68%
5,951
+1,643
41
$1.04M 0.66%
11,377
+5,049
42
$885K 0.56%
8,830
-88
43
$848K 0.53%
4,166
+1,904
44
$831K 0.52%
29,818
-146
45
$810K 0.51%
6,545
+3,054
46
$734K 0.46%
1,193
+292
47
$726K 0.46%
1,632
-2
48
$710K 0.45%
6,370
+235
49
$669K 0.42%
8,474
-5,552
50
$667K 0.42%
14,424
-3,826
1
2
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