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

Top Buys

1
+$2.21M
2
+$967K
3
+$792K
4
AMZN icon
Amazon
AMZN
+$703K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$510K

Top Sells

1
+$288K
2
+$266K
3
+$258K
4
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$242K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$241K

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
– –
-1,668
127
– –
-433
128
– –
-13,934
2 3 4 5
6