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
101
$341K 0.29%
4,924
-927
102
$341K 0.29%
7,674
-309
103
$332K 0.29%
+6,348
104
$329K 0.28%
+7,620
105
$325K 0.28%
4,594
-166
106
$323K 0.28%
+4,683
107
$319K 0.27%
+5,014
108
$317K 0.27%
4,405
+234
109
$313K 0.27%
+4,508
110
$311K 0.27%
2,983
-291
111
$310K 0.27%
6,629
-82
112
$307K 0.26%
16,299
+3,200
113
$305K 0.26%
2,825
-172
114
$300K 0.26%
+2,471
115
$299K 0.26%
7,428
-152
116
$298K 0.26%
+7,763
117
$296K 0.25%
+5,716
118
$295K 0.25%
7,169
-1,236
119
$293K 0.25%
+3,936
120
$292K 0.25%
2,206
-407
121
$291K 0.25%
+6,712
122
$289K 0.25%
+2,282
123
$289K 0.25%
8,525
-2,181
124
$285K 0.24%
+6,990
125
$284K 0.24%
+2,120
3 4
5
6 7