IPWA

International Private Wealth Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.03M
3
+$2.88M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$2.82M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.51M

Top Sells

1
+$1.18M
2
+$595K
3
+$579K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$544K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$516K

Sector Composition

1 Technology 11.67%
2 Consumer Staples 6.3%
3 Financials 6.02%
4 Consumer Discretionary 5.31%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.42%
+569
52
$654K 0.41%
2,073
+580
53
$647K 0.41%
9,801
-1,390
54
$645K 0.41%
6,577
+2,401
55
$624K 0.39%
6,950
56
$619K 0.39%
2,546
-10
57
$600K 0.38%
9,236
+4,636
58
$589K 0.37%
21,843
-3,853
59
$585K 0.37%
10,227
+580
60
$582K 0.37%
28,812
+12,513
61
$578K 0.36%
2,972
-31
62
$531K 0.33%
6,078
+532
63
$531K 0.33%
+18,744
64
$524K 0.33%
1,292
-331
65
$522K 0.33%
20,737
+3,074
66
$512K 0.32%
12,309
+2,026
67
$504K 0.32%
7,229
+1
68
$494K 0.31%
16,662
69
$489K 0.31%
14,425
-2,791
70
$488K 0.31%
4,752
-583
71
$484K 0.3%
12,042
+501
72
$472K 0.3%
15,890
-7,768
73
$469K 0.3%
10,668
-1,218
74
$468K 0.29%
18,368
-2,312
75
$468K 0.29%
1,418
+10
1 2
3
4 5