IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 16.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
+$3.78M
2
+$351K
3
+$350K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$344K
5
FNF icon
Fidelity National Financial
FNF
+$338K

Top Sells

1
+$13.4M
2
+$9.29M
3
+$4.95M
4
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$4.84M
5
SPAB icon
State Street 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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