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
$59.3M
AUM Growth
+$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$960K
3
+$464K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$460K
5
PFE icon
Pfizer
PFE
+$421K

Top Sells

1
+$313K
2
+$284K
3
+$278K
4
NRG icon
NRG Energy
NRG
+$278K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$231K

Sector Composition

1 Consumer Staples 8.51%
2 Technology 7.47%
3 Utilities 7.36%
4 Financials 7.29%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-27,073
127
– –
-6,854
128
– –
-460
129
– –
-8,477
2 3 4 5
6