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
$59.3M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$990K
3
+$466K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$461K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$442K

Top Sells

1
+$346K
2
+$284K
3
+$279K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$278K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$240K

Sector Composition

1 Consumer Staples 8.51%
2 Technology 7.47%
3 Utilities 7.36%
4 Financials 7.29%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.49%
+3,414
77
$282K 0.48%
1,805
-900
78
$282K 0.47%
1,180
+116
79
$280K 0.47%
896
+82
80
$280K 0.47%
+1,414
81
$279K 0.47%
3,930
+316
82
$270K 0.46%
9,773
+244
83
$269K 0.45%
7,677
-1,965
84
$267K 0.45%
9,175
+1,066
85
$266K 0.45%
2,400
+11
86
$266K 0.45%
+294
87
$263K 0.44%
1,595
+109
88
$262K 0.44%
2,210
+184
89
$259K 0.44%
1,410
+140
90
$258K 0.43%
+382
91
$256K 0.43%
7,160
+60
92
$254K 0.43%
16,951
+260
93
$251K 0.42%
1,839
+169
94
$250K 0.42%
2,425
-3,350
95
$249K 0.42%
2,163
+16
96
$248K 0.42%
6,483
+173
97
$245K 0.41%
+2,394
98
$244K 0.41%
4,807
+462
99
$243K 0.41%
8,658
-2,416
100
$240K 0.41%
4,862
-1,855
2 3
4
5 6