IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.02M
3
+$600K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$430K
5
PSA icon
Public Storage
PSA
+$409K

Top Sells

1
+$814K
2
+$502K
3
+$449K
4
TSLA icon
Tesla
TSLA
+$447K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$301K

Sector Composition

1 Technology 11.07%
2 Consumer Staples 7.85%
3 Financials 6.07%
4 Consumer Discretionary 5.6%
5 Utilities 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$252K 0.24%
+3,099
127
$248K 0.24%
1,494
-36
128
$247K 0.24%
4,188
+27
129
$246K 0.24%
+2,917
130
$244K 0.23%
1,627
+39
131
$243K 0.23%
10,036
+1,396
132
$243K 0.23%
1,836
+14
133
$237K 0.23%
+672
134
$232K 0.22%
759
+6
135
$230K 0.22%
2,095
+90
136
$228K 0.22%
+11,735
137
$227K 0.22%
1,544
-136
138
$226K 0.22%
2,664
+321
139
$223K 0.21%
3,172
-17
140
$221K 0.21%
+3,251
141
$220K 0.21%
1,317
+232
142
$220K 0.21%
7,940
+684
143
$218K 0.21%
9,116
+114
144
$217K 0.21%
7,581
-1,077
145
$213K 0.2%
1,256
-142
146
$210K 0.2%
+2,988
147
$201K 0.19%
7,332
-51
148
$200K 0.19%
1,173
+13
149
$180K 0.17%
22,589
+346
150
$141K 0.14%
10,346
-11,590
3 4 5
6
7