IPWA
International Private Wealth Advisors Portfolio holdings
AUM
$117M
1-Year Est. Return
14.67%
1 Year Est. Return
+14.67%
AUM
$104M
AUM Growth
+$3.85M
(+3.8%)
Holding
165
Top Buys
| 1 | +$2.62M | |
| 2 | +$1.02M | |
| 3 | +$600K | |
| 4 |
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$430K |
| 5 |
Public Storage
PSA
|
+$409K |
Top Sells
| 1 | +$814K | |
| 2 | +$502K | |
| 3 | +$449K | |
| 4 |
Tesla
TSLA
|
+$447K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
PHK
151
PIMCO High Income Fund
PHK
$844M
| $124K | 0.12% |
25,283
+685
|
|
||
152
Ericsson
ERIC
$31.8B
| $80.2K | 0.08% |
10,340
-3,024
|
|
||
153
Mizuho Financial
MFG
$77.4B
| $55.3K | 0.05% |
+10,042
|
|
||
154
Advanced Micro Devices
AMD
$378B
| – | – |
-2,132
|
|
||
155
Comerica
CMA
$9.56B
| – | – |
-4,246
|
|
||
156
Diamondback Energy
FANG
$40.3B
| – | – |
-1,509
|
|
||
157
FMC
FMC
$3.67B
| – | – |
-5,604
|
|
||
158
SPDR Bloomberg High Yield Bond ETF
JNK
$8.16B
| – | – |
-5,258
|
|
||
159
lululemon athletica
LULU
$19.9B
| – | – |
-558
|
|
||
160
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.33B
| – | – |
-6,722
|
|
||
|
161
Tesla
TSLA
$1.46T
| – | – |
-1,108
|
|
||
162
Valero Energy
VLO
$49B
| – | – |
-2,251
|
|
||
|
WBA
163
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-14,730
|
|
||
164
Whirlpool
WHR
$4.07B
| – | – |
-2,380
|
|
||
165
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-2,946
|
|