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
$51.8M
AUM Growth
-$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$384K
3
+$376K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$369K
5
FNF icon
Fidelity National Financial
FNF
+$357K

Top Sells

1
+$14.1M
2
+$9.7M
3
+$5.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.95M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4M

Sector Composition

1 Utilities 8.89%
2 Financials 8.83%
3 Consumer Staples 8.46%
4 Technology 7.11%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.52%
+5,341
77
$269K 0.52%
2,988
+396
78
$269K 0.52%
7,425
-6,950
79
$268K 0.52%
+2,389
80
$266K 0.51%
1,064
+202
81
$265K 0.51%
+8,109
82
$262K 0.51%
+9,529
83
$261K 0.5%
1,648
-883
84
$260K 0.5%
1,486
+301
85
$256K 0.49%
1,670
+108
86
$251K 0.49%
+4,345
87
$251K 0.48%
+2,638
88
$250K 0.48%
2,147
-1,336
89
$249K 0.48%
2,026
+151
90
$248K 0.48%
3,212
-168
91
$247K 0.48%
+5,668
92
$247K 0.48%
1,270
-73
93
$246K 0.48%
4,001
-229,339
94
$244K 0.47%
+6,310
95
$244K 0.47%
+7,100
96
$241K 0.46%
+1,874
97
$240K 0.46%
5,712
-1,628
98
$236K 0.45%
844
-92
99
$234K 0.45%
+10,808
100
$231K 0.45%
814
-228
2 3
4
5 6