IPWA

International Private Wealth Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.03M
3
+$2.88M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$2.82M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.51M

Top Sells

1
+$1.18M
2
+$595K
3
+$579K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$544K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$516K

Sector Composition

1 Technology 11.67%
2 Consumer Staples 6.3%
3 Financials 6.02%
4 Consumer Discretionary 5.31%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$460K 0.29%
2,962
-314
77
$446K 0.28%
1,466
-139
78
$434K 0.27%
15,358
-1,764
79
$433K 0.27%
5,155
+1
80
$425K 0.27%
+13,330
81
$424K 0.27%
+13,455
82
$421K 0.26%
3,488
-1,072
83
$418K 0.26%
34,975
-4,695
84
$408K 0.26%
8,034
-10,194
85
$406K 0.26%
7,342
-854
86
$405K 0.25%
8,894
+524
87
$401K 0.25%
2,846
+564
88
$401K 0.25%
9,070
-32
89
$396K 0.25%
+13,037
90
$396K 0.25%
+8,588
91
$396K 0.25%
6,626
-870
92
$388K 0.24%
792
+120
93
$384K 0.24%
6,282
-751
94
$379K 0.24%
+2,262
95
$377K 0.24%
7,811
-1,042
96
$374K 0.24%
8,184
-1,354
97
$373K 0.23%
14,128
-2,636
98
$370K 0.23%
3,330
99
$369K 0.23%
2,169
-371
100
$368K 0.23%
3,549
-405
2 3
4
5 6