IPWA

International Private Wealth Advisors Portfolio holdings

AUM $117M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.51M
3
+$1.46M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.26M

Top Sells

1
+$427K
2
+$283K
3
+$267K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$240K
5
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$231K

Sector Composition

1 Technology 12.16%
2 Consumer Staples 7.37%
3 Consumer Discretionary 7.21%
4 Financials 5.83%
5 Utilities 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$120K 0.12%
24,598
+651
152
$108K 0.11%
+13,364
153
– –
-6,691
154
– –
-3,028
155
– –
-2,139
156
– –
-2,760
157
– –
-4,987
3 4 5 6
7