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
$100M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.51M
3
+$1.46M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M

Top Sells

1
+$427K
2
+$283K
3
+$267K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$240K
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$231K

Sector Composition

1 Technology 12.16%
2 Consumer Staples 7.37%
3 Consumer Discretionary 7.21%
4 Financials 5.83%
5 Utilities 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.36%
4,537
+91
77
$360K 0.36%
5,406
+90
78
$357K 0.36%
3,013
+36
79
$355K 0.35%
3,330
80
$354K 0.35%
6,572
+145
81
$348K 0.35%
1,583
-17
82
$340K 0.34%
8,030
+77
83
$338K 0.34%
3,743
+19
84
$337K 0.34%
+9,089
85
$331K 0.33%
3,592
+78
86
$325K 0.32%
1,110
+28
87
$323K 0.32%
2,687
-25
88
$322K 0.32%
+10,396
89
$321K 0.32%
6,055
+230
90
$320K 0.32%
+546
91
$319K 0.32%
5,389
+73
92
$314K 0.31%
3,652
+58
93
$305K 0.3%
+11,787
94
$303K 0.3%
5,822
-22
95
$302K 0.3%
9,289
+10
96
$295K 0.29%
10,644
+527
97
$295K 0.29%
+2,739
98
$291K 0.29%
+8,896
99
$285K 0.28%
+21,936
100
$283K 0.28%
16,193
+118
2 3
4
5 6