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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.59M
3
+$6.44M
4
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$5.07M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.95M

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
$348K 0.34%
+3,483
52
$343K 0.34%
+9,429
53
$335K 0.33%
+8,930
54
$324K 0.32%
+8,042
55
$322K 0.32%
+2,281
56
$318K 0.31%
+6,437
57
$306K 0.3%
+12,579
58
$300K 0.3%
+1,042
59
$292K 0.29%
+15,702
60
$286K 0.28%
+7,340
61
$285K 0.28%
+664
62
$279K 0.28%
+5,640
63
$276K 0.27%
+3,238
64
$273K 0.27%
+1,360
65
$262K 0.26%
+3,380
66
$254K 0.25%
+4,307
67
$252K 0.25%
+1,719
68
$251K 0.25%
+6,364
69
$250K 0.25%
+1,343
70
$248K 0.25%
+1,664
71
$248K 0.25%
+2,638
72
$248K 0.25%
+6,864
73
$248K 0.25%
+6,580
74
$248K 0.25%
+2,606
75
$247K 0.24%
+4,698
1 2
3
4 5