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
$117M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$817K
3
+$781K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$730K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$700K

Top Sells

1
+$1.69M
2
+$1.01M
3
+$600K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$542K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Sector Composition

1 Technology 10.15%
2 Consumer Staples 7.41%
3 Consumer Discretionary 6.56%
4 Financials 6.11%
5 Utilities 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.24%
13,859
+2,528
127
$282K 0.24%
+4,600
128
$274K 0.23%
3,250
-3,138
129
$273K 0.23%
+3,402
130
$271K 0.23%
+3,030
131
$271K 0.23%
2,100
+320
132
$263K 0.23%
10,746
+2,806
133
$262K 0.23%
10,345
+1,229
134
$258K 0.22%
5,182
135
$258K 0.22%
10,437
+401
136
$254K 0.22%
3,198
+56
137
$252K 0.22%
4,039
-149
138
$249K 0.21%
806
-88
139
$247K 0.21%
1,490
-144
140
$246K 0.21%
+3,069
141
$244K 0.21%
4,632
-834
142
$237K 0.2%
3,532
-33
143
$235K 0.2%
3,100
-326
144
$232K 0.2%
2,988
145
$230K 0.2%
823
-76
146
$229K 0.2%
3,498
-1,944
147
$228K 0.2%
2,507
-244
148
$225K 0.19%
+6,722
149
$220K 0.19%
+601
150
$219K 0.19%
7,598
+17
4 5
6
7 8