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
$100M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.51M
3
+$1.46M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M

Top Sells

1
+$427K
2
+$283K
3
+$267K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$240K
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$231K

Sector Composition

1 Technology 12.16%
2 Consumer Staples 7.37%
3 Consumer Discretionary 7.21%
4 Financials 5.83%
5 Utilities 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$474K 0.47%
12,896
-85
52
$468K 0.47%
1,615
+51
53
$467K 0.46%
6,646
+418
54
$462K 0.46%
16,662
55
$460K 0.46%
6,073
-177
56
$451K 0.45%
1,160
+48
57
$450K 0.45%
5,329
+7
58
$449K 0.45%
4,175
+2,057
59
$447K 0.45%
1,108
+204
60
$446K 0.44%
11,141
+365
61
$442K 0.44%
3,372
+75
62
$440K 0.44%
25,676
-27
63
$439K 0.44%
8,019
+413
64
$434K 0.43%
9,080
65
$421K 0.42%
9,632
-75
66
$403K 0.4%
15,182
+578
67
$400K 0.4%
3,988
-514
68
$399K 0.4%
24,498
-49
69
$390K 0.39%
+5,137
70
$380K 0.38%
8,761
+154
71
$371K 0.37%
+1,550
72
$371K 0.37%
782
+9
73
$368K 0.37%
15,660
-104
74
$367K 0.37%
+4,007
75
$365K 0.36%
722
+88
1 2
3
4 5