IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.02M
3
+$600K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$430K
5
PSA icon
Public Storage
PSA
+$409K

Top Sells

1
+$814K
2
+$502K
3
+$449K
4
TSLA icon
Tesla
TSLA
+$447K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$301K

Sector Composition

1 Technology 11.07%
2 Consumer Staples 7.85%
3 Financials 6.07%
4 Consumer Discretionary 5.6%
5 Utilities 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.36%
17,300
+1,640
77
$376K 0.36%
4,006
-1
78
$370K 0.35%
9,327
+238
79
$370K 0.35%
3,330
80
$367K 0.35%
7,983
+1,273
81
$366K 0.35%
698
-24
82
$364K 0.35%
22,747
-2,929
83
$363K 0.35%
11,370
+974
84
$361K 0.35%
2,613
+302
85
$359K 0.34%
3,218
+205
86
$358K 0.34%
6,711
-3,711
87
$358K 0.34%
23,821
-677
88
$357K 0.34%
3,274
+457
89
$356K 0.34%
2,997
-1,178
90
$356K 0.34%
8,884
-4,012
91
$353K 0.34%
2,281
-643
92
$346K 0.33%
4,171
+519
93
$346K 0.33%
2,833
+94
94
$341K 0.33%
+4,760
95
$337K 0.32%
5,442
-380
96
$331K 0.32%
8,128
-5,494
97
$329K 0.32%
8,405
+375
98
$327K 0.31%
5,546
+1,009
99
$313K 0.3%
1,870
+96
100
$309K 0.3%
536
-10
2 3
4
5 6