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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.59M
3
+$6.44M
4
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$5.07M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.95M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.55%
2 Technology 4.81%
3 Consumer Staples 3.54%
4 Financials 1.79%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.24%
+936
77
$237K 0.23%
+1,610
78
$234K 0.23%
+2,259
79
$231K 0.23%
+14,839
80
$229K 0.23%
+1,402
81
$229K 0.23%
+8,284
82
$223K 0.22%
+1,875
83
$223K 0.22%
+1,562
84
$218K 0.22%
+5,080
85
$218K 0.22%
+5,035
86
$217K 0.21%
+7,006
87
$217K 0.21%
+6,954
88
$215K 0.21%
+6,636
89
$213K 0.21%
+4,123
90
$213K 0.21%
+12,686
91
$209K 0.21%
+797
92
$207K 0.2%
+2,592
93
$205K 0.2%
+2,106
94
$201K 0.2%
+1,185
95
$201K 0.2%
+382
96
$201K 0.2%
+3,603
97
$201K 0.2%
+2,441
98
$201K 0.2%
+862
99
$200K 0.2%
+16,373
100
$199K 0.2%
+13,811
1 2 3
4
5