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
$68.2M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$1M
3 +$852K
4
AMZN icon
Amazon
AMZN
+$718K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$517K

Top Sells

1 +$299K
2 +$266K
3 +$258K
4
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$243K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$242K

Sector Composition

1 Technology 9.51%
2 Consumer Staples 7.84%
3 Consumer Discretionary 7.24%
4 Utilities 7.18%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-433
127
-1,668
128
-382