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IPWA
International Private Wealth Advisors Portfolio holdings
AUM
$194M
1-Year Est. Return
19%
This Fund
S&P 500
This Quarter
Est. Return
+8.2%
1 Year Est. Return
+19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$159M
AUM Growth
+$42.4M
(+36%)
Cap. Flow
+$34.2M
Cap. Flow
% of AUM
21.52%
Top 10 Holdings %
Top 10 Hldgs %
32.01%
Holding
184
New
21
Increased
57
Reduced
86
Closed
16
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$5.12M |
| 2 |
NVIDIA
NVDA
|
+$3.03M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.88M |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$2.82M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$2.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.18M |
| 2 |
State Street Fixed Income Sector Rotation ETF
FISR
|
+$595K |
| 3 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$579K |
| 4 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$544K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$516K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
|
SW
126
Smurfit Westrock
SW
$25B
| $294K | 0.19% |
6,907
-713
| -9% | -$32.3K |
|
127
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.83B
| $294K | 0.18% |
11,520
+1,175
| +11% | +$29.7K |
|
128
Old Republic International
ORI
$10.4B
| $289K | 0.18% |
6,807
-956
| -12% | -$36.9K |
|
129
iShares Global REIT ETF
REET
$5.11B
| $286K | 0.18% |
11,187
+750
| +7% | +$18.8K |
|
|
PPL
130
PPL Corp
PPL
$26.7B
| $281K | 0.18% |
7,552
-973
| -11% | -$35K |
|
131
International Paper
IP
$21.8B
| $275K | 0.17% |
5,932
-697
| -11% | -$34K |
|
132
DTE Energy
DTE
$29.3B
| $275K | 0.17% |
1,945
-261
| -12% | -$35.8K |
|
|
FITB
133
Fifth Third Bancorp
FITB
$51.9B
| $275K | 0.17% |
6,174
-995
| -14% | -$43.6K |
|
134
Exelon
EXC
$47.2B
| $271K | 0.17% |
6,018
-694
| -10% | -$30.5K |
|
135
Skyworks Solutions
SWKS
$10.4B
| $270K | 0.17% |
3,506
-430
| -11% | -$32K |
|
136
SPDR Gold MiniShares Trust
GLDM
$29.5B
| $269K | 0.17% |
3,518
+20
| +0.6% | +$1.37K |
|
137
iShares Gold Trust
IAU
$67.4B
| $265K | 0.17% |
3,645
-394
| -10% | -$25.7K |
|
138
HP
HPQ
$26.9B
| $262K | 0.16% |
9,609
-1,137
| -11% | -$30.3K |
|
139
Schwab US TIPS ETF
SCHP
$16.3B
| $261K | 0.16% |
9,699
+1,995
| +26% | +$53.4K |
|
140
Johnson & Johnson
JNJ
$618B
| $260K | 0.16% |
1,404
-26
| -2% | -$4.45K |
|
141
General Mills
GIS
$19.4B
| $259K | 0.16% |
5,133
-583
| -10% | -$29.2K |
|
142
Wells Fargo
WFC
$262B
| $257K | 0.16% |
3,065
-4
| -0.1% | -$324 |
|
143
Netflix
NFLX
$308B
| $249K | 0.16% |
2,080
-40
| -2% | -$4.88K |
|
144
Vanguard FTSE Europe ETF
VGK
$31.3B
| $248K | 0.16% |
3,114
+126
| +4% | +$9.86K |
|
145
Bunge Global
BG
$21.1B
| $248K | 0.16% |
3,052
-350
| -10% | -$28.1K |
|
146
iShares Russell 2000 ETF
IWM
$82.9B
| $247K | 0.16% |
+1,022
| New | +$234K |
|
147
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.1B
| $245K | 0.15% |
3,040
+35
| +1% | +$2.69K |
|
148
Pinnacle West Capital
PNW
$12.4B
| $244K | 0.15% |
2,723
-307
| -10% | -$27.6K |
|
149
Best Buy
BBY
$17.2B
| $240K | 0.15% |
3,180
-352
| -10% | -$25.2K |
|
150
Public Service Enterprise Group
PEG
$37.8B
| $240K | 0.15% |
2,873
-377
| -12% | -$31.6K |
|
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International Private Wealth Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, International Private Wealth Advisors held 184 positions worth $159M, up 36% from $117M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
International Private Wealth Advisors deployed $34.2M of net new capital in Q3 2025, opening 21 new positions and adding to 57 existing holdings. Its largest new stake was Dimensional US Core Equity Market ETF: 116,112 shares worth $5.31M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 10% a quarter earlier, followed by Consumer Staples and Financials.
On the sell side, the largest reduction was State Street Fixed Income Sector Rotation ETF, an estimated $595K trimmed.
- International Private Wealth Advisors's largest Q3 2025 buy was Dimensional US Core Equity Market ETF: 116,112 shares worth $5.31M.
- International Private Wealth Advisors added most to NVIDIA in Q3 2025, an estimated $3.03M increase.
- International Private Wealth Advisors's biggest Q3 2025 reduction was State Street Fixed Income Sector Rotation ETF, cutting an estimated $595K.
- International Private Wealth Advisors fully exited iShares 7-10 Year Treasury Bond ETF in Q3 2025, selling an estimated $1.18M.
- International Private Wealth Advisors's ten largest holdings make up 32% of its $159M portfolio in Q3 2025.
- International Private Wealth Advisors opened 21 new positions and closed 16 in Q3 2025.
- International Private Wealth Advisors's portfolio value rose 36% quarter-over-quarter to $159M.
Based on International Private Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.