IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 16.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.95M
3
+$6.04M
4
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$4.75M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.74M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.55%
2 Technology 4.81%
3 Consumer Staples 3.54%
4 Financials 1.79%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$343K 0.34%
+9,429
52
$335K 0.33%
+8,930
53
$324K 0.32%
+8,042
54
$322K 0.32%
+2,281
55
$318K 0.31%
+6,437
56
$306K 0.3%
+12,579
57
$300K 0.3%
+1,042
58
$292K 0.29%
+15,702
59
$286K 0.28%
+7,340
60
$285K 0.28%
+664
61
$279K 0.28%
+5,640
62
$276K 0.27%
+3,238
63
$273K 0.27%
+1,360
64
$262K 0.26%
+3,380
65
$254K 0.25%
+4,307
66
$252K 0.25%
+1,719
67
$251K 0.25%
+6,364
68
$250K 0.25%
+1,343
69
$248K 0.25%
+1,664
70
$248K 0.25%
+2,638
71
$248K 0.25%
+6,864
72
$248K 0.25%
+6,580
73
$248K 0.25%
+2,606
74
$247K 0.24%
+4,698
75
$244K 0.24%
+936
1 2
3
4 5