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
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.55%
2 Technology 4.81%
3 Consumer Staples 3.54%
4 Financials 1.79%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$170K 0.17%
+13,392
102
$137K 0.14%
+20,291
103
$130K 0.13%
+15,004
104
$122K 0.12%
+3,984
105
$110K 0.11%
+22,055
106
$11.2K 0.01%
+95