IPWA

International Private Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.02M
3
+$600K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$430K
5
PSA icon
Public Storage
PSA
+$409K

Top Sells

1
+$814K
2
+$502K
3
+$449K
4
TSLA icon
Tesla
TSLA
+$447K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$301K

Sector Composition

1 Technology 11.07%
2 Consumer Staples 7.85%
3 Financials 6.07%
4 Consumer Discretionary 5.6%
5 Utilities 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$124K 0.12%
25,283
+685
152
$80.2K 0.08%
10,340
-3,024
153
$55.3K 0.05%
+10,042
154
– –
-2,132
155
– –
-4,246
156
– –
-1,509
157
– –
-5,604
158
– –
-5,258
159
– –
-558
160
– –
-6,722
161
– –
-1,108
162
– –
-2,251
163
– –
-14,730
164
– –
-2,380
165
– –
-2,946
3 4 5 6
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