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
51
$371K 0.54%
6,427
-357
52
$371K 0.54%
+634
53
$368K 0.54%
8,607
-443
54
$368K 0.54%
3,330
55
$368K 0.54%
15,764
-935
56
$361K 0.53%
24,547
-1,108
57
$361K 0.53%
3,514
-203
58
$360K 0.53%
2,977
-167
59
$356K 0.52%
5,399
-289
60
$354K 0.52%
3,889
-273
61
$354K 0.52%
1,600
-86
62
$341K 0.5%
7,953
-552
63
$339K 0.5%
3,724
-193
64
$339K 0.5%
5,825
-715
65
$330K 0.48%
3,195
-219
66
$329K 0.48%
2,712
-164
67
$329K 0.48%
10,117
-452
68
$323K 0.47%
5,316
-351
69
$317K 0.46%
3,922
-1,132
70
$310K 0.45%
6,234
-246
71
$307K 0.45%
9,279
-494
72
$305K 0.45%
5,844
-2,904
73
$299K 0.44%
1,082
-98
74
$298K 0.44%
6,722
+358
75
$291K 0.43%
2,268
-132
1 2
3
4 5