IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$817K
3
+$781K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$730K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$700K

Top Sells

1
+$1.69M
2
+$1.01M
3
+$600K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$542K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Sector Composition

1 Technology 10.15%
2 Consumer Staples 7.41%
3 Consumer Discretionary 6.56%
4 Financials 6.11%
5 Utilities 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$525K 0.45%
9,647
+494
52
$519K 0.45%
+1,634
53
$515K 0.44%
+5,335
54
$514K 0.44%
11,886
-254
55
$513K 0.44%
7,228
+27
56
$501K 0.43%
20,680
+8,940
57
$498K 0.43%
4,560
-84
58
$496K 0.43%
17,122
-8,699
59
$477K 0.41%
901
+142
60
$470K 0.4%
+4,872
61
$469K 0.4%
3,276
+1,406
62
$469K 0.4%
1,605
-63
63
$467K 0.4%
16,662
64
$463K 0.4%
5,546
-999
65
$463K 0.4%
2,262
+1,089
66
$454K 0.39%
1,548
+180
67
$450K 0.39%
2,556
+275
68
$450K 0.39%
+2,190
69
$435K 0.37%
17,663
+1,584
70
$433K 0.37%
1,493
-288
71
$432K 0.37%
16,291
-815
72
$430K 0.37%
39,670
+12,152
73
$429K 0.37%
11,541
+171
74
$428K 0.37%
10,283
+854
75
$425K 0.36%
3,954
+736
1 2
3
4 5