IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$817K
3
+$781K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$730K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$700K

Top Sells

1
+$1.69M
2
+$1.01M
3
+$600K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$542K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Sector Composition

1 Technology 10.15%
2 Consumer Staples 7.41%
3 Consumer Discretionary 6.56%
4 Financials 6.11%
5 Utilities 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.36%
8,196
+2,650
77
$412K 0.35%
3,491
+658
78
$410K 0.35%
9,538
-258
79
$410K 0.35%
5,154
+15
80
$407K 0.35%
2,232
-924
81
$406K 0.35%
+4,176
82
$401K 0.34%
3,988
-484
83
$401K 0.34%
8,853
-1,362
84
$398K 0.34%
7,033
-114
85
$396K 0.34%
+7,496
86
$394K 0.34%
16,764
-536
87
$393K 0.34%
9,102
-225
88
$390K 0.33%
23,251
-570
89
$389K 0.33%
22,322
-425
90
$388K 0.33%
6,709
+3,537
91
$388K 0.33%
1,408
+91
92
$387K 0.33%
4,120
+114
93
$366K 0.31%
3,330
94
$359K 0.31%
8,022
-3,221
95
$356K 0.31%
8,370
-45
96
$354K 0.3%
+7,372
97
$351K 0.3%
1,191
-460
98
$344K 0.29%
3,312
-935
99
$342K 0.29%
672
100
$341K 0.29%
+2,540
2 3
4
5 6