IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.02M
3
+$600K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$430K
5
PSA icon
Public Storage
PSA
+$409K

Top Sells

1
+$814K
2
+$502K
3
+$449K
4
TSLA icon
Tesla
TSLA
+$447K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$301K

Sector Composition

1 Technology 11.07%
2 Consumer Staples 7.85%
3 Financials 6.07%
4 Consumer Discretionary 5.6%
5 Utilities 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.47%
6,545
-101
52
$486K 0.47%
4,644
-8
53
$478K 0.46%
17,106
-1,344
54
$468K 0.45%
9,153
+1,134
55
$464K 0.44%
4,247
+655
56
$461K 0.44%
11,243
+1,611
57
$457K 0.44%
7,201
-34
58
$450K 0.43%
4,472
+484
59
$439K 0.42%
5,851
+445
60
$437K 0.42%
1,781
+231
61
$437K 0.42%
16,662
62
$431K 0.41%
10,215
+1,135
63
$430K 0.41%
+19,071
64
$429K 0.41%
5,013
-1,060
65
$417K 0.4%
6,480
+1,091
66
$411K 0.39%
1,651
+68
67
$409K 0.39%
+1,368
68
$409K 0.39%
+9,302
69
$403K 0.39%
9,796
+1,035
70
$401K 0.38%
7,147
+575
71
$395K 0.38%
5,139
+2
72
$389K 0.37%
766
-16
73
$388K 0.37%
16,079
+4,723
74
$388K 0.37%
9,429
+3,120
75
$387K 0.37%
10,706
+1,417
1 2
3
4 5