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
$51.8M
AUM Growth
-$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$384K
3
+$376K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$369K
5
FNF icon
Fidelity National Financial
FNF
+$357K

Top Sells

1
+$14.1M
2
+$9.7M
3
+$5.07M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.95M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4M

Sector Composition

1 Utilities 8.89%
2 Financials 8.83%
3 Consumer Staples 8.46%
4 Technology 7.11%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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