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
$68.2M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1M
3
+$852K
4
AMZN icon
Amazon
AMZN
+$718K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$517K

Top Sells

1
+$299K
2
+$266K
3
+$258K
4
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$243K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$242K

Sector Composition

1 Technology 9.51%
2 Consumer Staples 7.84%
3 Consumer Discretionary 7.24%
4 Utilities 7.18%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.42%
3,490
-440
77
$287K 0.42%
4,628
-234
78
$285K 0.42%
26,948
-899
79
$282K 0.41%
16,075
-876
80
$281K 0.41%
2,930
-124
81
$278K 0.41%
2,682
-548
82
$278K 0.41%
8,787
-388
83
$275K 0.4%
6,206
-277
84
$275K 0.4%
6,692
-468
85
$274K 0.4%
1,584
-197
86
$271K 0.4%
840
-56
87
$270K 0.4%
1,656
-183
88
$268K 0.39%
1,994
-216
89
$267K 0.39%
4,987
-417
90
$265K 0.39%
1,560
-35
91
$263K 0.38%
2,731
-117
92
$260K 0.38%
1,358
-52
93
$259K 0.38%
12,872
-263
94
$258K 0.38%
1,908
-62
95
$257K 0.38%
1,746
-59
96
$256K 0.38%
7,146
-531
97
$255K 0.37%
1,524
-884
98
$254K 0.37%
4,645
-162
99
$254K 0.37%
2,315
-110
100
$253K 0.37%
4,222
-177
2 3
4
5 6