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
101
$282K 0.28%
2,012
+18
102
$282K 0.28%
6,722
103
$281K 0.28%
3,276
+81
104
$280K 0.28%
28,246
+1,298
105
$279K 0.28%
2,311
+43
106
$277K 0.28%
6,710
+18
107
$276K 0.28%
3,626
+136
108
$276K 0.27%
2,251
+343
109
$274K 0.27%
13,518
+646
110
$273K 0.27%
1,680
+24
111
$273K 0.27%
2,380
+64
112
$272K 0.27%
5,604
+205
113
$270K 0.27%
+11,356
114
$266K 0.26%
7,752
+1,490
115
$265K 0.26%
2,817
+86
116
$264K 0.26%
9,422
+635
117
$263K 0.26%
+6,309
118
$263K 0.26%
4,687
+59
119
$263K 0.26%
4,246
+24
120
$258K 0.26%
+2,132
121
$257K 0.26%
1,774
+28
122
$257K 0.26%
5,182
-1,052
123
$252K 0.25%
+2,946
124
$252K 0.25%
6,340
+134
125
$252K 0.25%
+1,085
3 4
5
6 7