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
101
$367K 0.23%
19,652
-2,670
102
$362K 0.23%
6,804
-1,218
103
$354K 0.22%
6,568
+220
104
$349K 0.22%
20,226
-3,025
105
$337K 0.21%
6,381
-991
106
$330K 0.21%
2,930
-382
107
$328K 0.21%
12,001
-4,290
108
$320K 0.2%
3,927
-478
109
$319K 0.2%
4,349
-575
110
$318K 0.2%
4,468
-546
111
$316K 0.2%
1,948
-284
112
$315K 0.2%
+6,463
113
$314K 0.2%
4,163
-345
114
$313K 0.2%
4,149
-534
115
$307K 0.19%
2,214
-257
116
$307K 0.19%
6,631
-1,043
117
$304K 0.19%
6,722
118
$303K 0.19%
6,620
-808
119
$302K 0.19%
2,639
-344
120
$300K 0.19%
3,148
-972
121
$299K 0.19%
4,512
-82
122
$299K 0.19%
2,648
-177
123
$298K 0.19%
1,055
-136
124
$297K 0.19%
6,051
-658
125
$297K 0.19%
6,802
-188
3 4
5
6 7