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
$100M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.51M
3
+$1.46M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M

Top Sells

1
+$427K
2
+$283K
3
+$267K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$240K
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$231K

Sector Composition

1 Technology 12.16%
2 Consumer Staples 7.37%
3 Consumer Discretionary 7.21%
4 Financials 5.83%
5 Utilities 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.25%
2,757
+75
127
$248K 0.25%
2,005
+2
128
$248K 0.25%
+753
129
$247K 0.25%
+1,509
130
$241K 0.24%
1,588
+28
131
$241K 0.24%
8,658
132
$237K 0.24%
3,189
+259
133
$237K 0.24%
7,256
+110
134
$237K 0.24%
4,847
+202
135
$236K 0.24%
1,396
+38
136
$235K 0.23%
903
+63
137
$231K 0.23%
+12,635
138
$222K 0.22%
2,870
+58
139
$221K 0.22%
1,530
+14
140
$219K 0.22%
7,383
+309
141
$213K 0.21%
+558
142
$211K 0.21%
+1,160
143
$211K 0.21%
1,398
+28
144
$211K 0.21%
+1,822
145
$208K 0.21%
+9,002
146
$207K 0.21%
+8,640
147
$206K 0.21%
4,161
-706
148
$202K 0.2%
2,343
+28
149
$175K 0.17%
22,243
+671
150
$137K 0.14%
14,730
+1,870
3 4 5
6
7