IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 16.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
+$12.2M
2
+$8.95M
3
+$6.04M
4
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$4.75M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.74M

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
$237K 0.23%
+1,610
77
$234K 0.23%
+2,259
78
$231K 0.23%
+14,839
79
$229K 0.23%
+1,402
80
$229K 0.23%
+8,284
81
$223K 0.22%
+1,875
82
$223K 0.22%
+1,562
83
$218K 0.22%
+5,080
84
$218K 0.22%
+5,035
85
$217K 0.21%
+7,006
86
$217K 0.21%
+6,954
87
$215K 0.21%
+6,636
88
$213K 0.21%
+4,123
89
$213K 0.21%
+12,686
90
$209K 0.21%
+797
91
$207K 0.2%
+2,592
92
$205K 0.2%
+2,106
93
$201K 0.2%
+1,185
94
$201K 0.2%
+382
95
$201K 0.2%
+3,603
96
$201K 0.2%
+2,441
97
$201K 0.2%
+862
98
$200K 0.2%
+16,373
99
$199K 0.2%
+13,811
100
$170K 0.17%
+13,392
1 2 3
4
5