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
$159M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$3.03M
3
+$2.88M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$2.82M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.51M

Top Sells

1
+$1.18M
2
+$595K
3
+$579K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$544K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$516K

Sector Composition

1 Technology 11.67%
2 Consumer Staples 6.3%
3 Financials 6.02%
4 Consumer Discretionary 5.31%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K 0.19%
6,907
-713
127
$294K 0.18%
11,520
+1,175
128
$289K 0.18%
6,807
-956
129
$286K 0.18%
11,187
+750
130
$281K 0.18%
7,552
-973
131
$275K 0.17%
5,932
-697
132
$275K 0.17%
1,945
-261
133
$275K 0.17%
6,174
-995
134
$271K 0.17%
6,018
-694
135
$270K 0.17%
3,506
-430
136
$269K 0.17%
3,518
+20
137
$265K 0.17%
3,645
-394
138
$262K 0.16%
9,609
-1,137
139
$261K 0.16%
9,699
+1,995
140
$260K 0.16%
1,404
-26
141
$259K 0.16%
5,133
-583
142
$257K 0.16%
3,065
-4
143
$249K 0.16%
2,080
-40
144
$248K 0.16%
3,114
+126
145
$248K 0.16%
3,052
-350
146
$247K 0.16%
+1,022
147
$245K 0.15%
3,040
+35
148
$244K 0.15%
2,723
-307
149
$240K 0.15%
3,180
-352
150
$240K 0.15%
2,873
-377
4 5
6
7 8