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IPWA

International Private Wealth Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
+6.77%
1 Year Est. Return
+16.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
+$12.2M
Cap. Flow
+$6.73M
Cap. Flow %
5.78%
Top 10 Hldgs %
30.27%
Holding
185
New
32
Increased
61
Reduced
64
Closed
22

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$811K
2
ALLW
State Street Bridgewater All Weather ETF
ALLW
+$753K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$737K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$732K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$680K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.66M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$961K
3
ANET icon
Arista Networks
ANET
+$600K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$541K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Sector Composition

Rank Sector Weight
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
CAG icon
126
Conagra Brands
CAG
$7.18B
$284K 0.24%
13,859
+2,528
+22% +$59.2K
IBIT icon
127
iShares Bitcoin Trust
IBIT
$47.8B
$282K 0.24%
+4,600
New +$258K
PEG icon
128
Public Service Enterprise Group
PEG
$37.6B
$274K 0.23%
3,250
-3,138
-49% -$253K
BG icon
129
Bunge Global
BG
$20.5B
$273K 0.23%
+3,402
New +$268K
PNW icon
130
Pinnacle West Capital
PNW
$12.3B
$271K 0.23%
+3,030
New +$277K
KMB icon
131
Kimberly-Clark
KMB
$37.3B
$271K 0.23%
2,100
+320
+18% +$43.4K
HPQ icon
132
HP
HPQ
$26.1B
$263K 0.23%
10,746
+2,806
+35% +$71.5K
EMLC icon
133
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.81B
$262K 0.23%
10,345
+1,229
+13% +$30K
PULS icon
134
PGIM Ultra Short Bond ETF
PULS
$18.3B
$258K 0.22%
5,182
– –
REET icon
135
iShares Global REIT ETF
REET
$5.13B
$258K 0.22%
10,437
+401
+4% +$9.72K
PFG icon
136
Principal Financial Group
PFG
$24.6B
$254K 0.22%
3,198
+56
+2% +$4.3K
IAU icon
137
iShares Gold Trust
IAU
$65.9B
$252K 0.22%
4,039
-149
-4% -$9.23K
ADP icon
138
Automatic Data Processing
ADP
$107B
$249K 0.21%
806
-88
-10% -$27K
HSY icon
139
Hershey
HSY
$36.1B
$247K 0.21%
1,490
-144
-9% -$23.7K
WFC icon
140
Wells Fargo
WFC
$270B
$246K 0.21%
+3,069
New +$221K
TSCO icon
141
Tractor Supply
TSCO
$17.5B
$244K 0.21%
4,632
-834
-15% -$42.6K
BBY icon
142
Best Buy
BBY
$17.8B
$237K 0.2%
3,532
-33
-0.9% -$2.24K
MKC icon
143
McCormick & Company Non-Voting
MKC
$14.1B
$235K 0.2%
3,100
-326
-10% -$24.4K
VGK icon
144
Vanguard FTSE Europe ETF
VGK
$31.1B
$232K 0.2%
2,988
– –
AMGN icon
145
Amgen
AMGN
$220B
$230K 0.2%
823
-76
-8% -$21.5K
GLDM icon
146
SPDR Gold MiniShares Trust
GLDM
$28.9B
$229K 0.2%
3,498
-1,944
-36% -$127K
CL icon
147
Colgate-Palmolive
CL
$74.4B
$228K 0.2%
2,507
-244
-9% -$22.3K
TNA icon
148
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.43B
$225K 0.19%
+6,722
New +$189K
MGK icon
149
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
$220K 0.19%
+3,005
New +$198K
SPTI icon
150
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$219K 0.19%
7,598
+17
+0.2% +$484
4 5
6
7 8

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TCGDR
TB Capital Gestao de Recursos Rio De Janeiro $163M AUM 20.86% 1-Year Est. Return
PWAM
Papamarkou Wellner Asset Management New York $164M AUM 25.23% 1-Year Est. Return
ACM
Alamar Capital Management Santa Barbara, California $164M AUM 19.77% 1-Year Est. Return
CWR
Chico Wealth RIA Chico, California $164M AUM 24.86% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return
PFS
Prospect Financial Services Melville, New York $164M AUM 19.24% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
IVGAI
Index Venture Growth Associates IV St. Helier, Jersey $163M AUM 54.88% 1-Year Est. Return

International Private Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, International Private Wealth Advisors held 185 positions worth $117M, up 12% from $104M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

International Private Wealth Advisors deployed $6.73M of net new capital in Q2 2025, opening 32 new positions and adding to 61 existing holdings. Its largest new stake was State Street Bridgewater All Weather ETF: 29,964 shares worth $781K.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

On the sell side, the largest reduction was Apple, an estimated $1.66M trimmed.

  • International Private Wealth Advisors's largest Q2 2025 buy was State Street Bridgewater All Weather ETF: 29,964 shares worth $781K.
  • International Private Wealth Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $811K increase.
  • International Private Wealth Advisors's biggest Q2 2025 reduction was Apple, cutting an estimated $1.66M.
  • International Private Wealth Advisors fully exited Arista Networks in Q2 2025, selling an estimated $600K.
  • International Private Wealth Advisors's ten largest holdings make up 30% of its $117M portfolio in Q2 2025.
  • International Private Wealth Advisors opened 32 new positions and closed 22 in Q2 2025.
  • International Private Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $117M.

Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.