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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
-$151K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.63M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$916K
5
MO icon
Altria Group
MO
+$908K

Top Sells

1
+$3.64M
2
+$3.05M
3
+$1.97M
4
NOW icon
ServiceNow
NOW
+$1.21M
5
LLY icon
Eli Lilly
LLY
+$1.16M

Sector Composition

1 Technology 8.53%
2 Financials 6.55%
3 Consumer Discretionary 5%
4 Communication Services 4.86%
5 Consumer Staples 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSPH icon
151
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$659M
$214K 0.13%
+6,722
SPTI icon
152
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.2B
$210K 0.13%
7,284
-1
KMB icon
153
Kimberly-Clark
KMB
$33.5B
$206K 0.13%
2,045
+175
JPC icon
154
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$198K 0.12%
24,389
+719
PHK
155
PIMCO High Income Fund
PHK
$845M
$134K 0.08%
27,485
+748
ERIC icon
156
Ericsson
ERIC
$39.2B
$114K 0.07%
11,852
-2,000
LHX icon
157
L3Harris
LHX
$56.9B
– –
-670
MFG icon
158
Mizuho Financial
MFG
$117B
– –
-11,858
NFLX icon
159
Netflix
NFLX
$343B
– –
-2,080
NOW icon
160
ServiceNow
NOW
$112B
– –
-6,580
OPEN icon
161
Opendoor
OPEN
$4.51B
– –
-22,268
JNK icon
162
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.76B
– –
-6,577
BKR icon
163
Baker Hughes
BKR
$63.6B
– –
-6,463
DGX icon
164
Quest Diagnostics
DGX
$22.8B
– –
-1,056
FAST icon
165
Fastenal
FAST
$53.9B
– –
-4,158
HSY icon
166
Hershey
HSY
$35.3B
– –
-1,100
JNJ icon
167
Johnson & Johnson
JNJ
$578B
– –
-1,404
PG icon
168
Procter & Gamble
PG
$347B
– –
-12,798
SPIB icon
169
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
– –
-14,425
TNA icon
170
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.39B
– –
-6,722
TSCO icon
171
Tractor Supply
TSCO
$16B
– –
-3,686
XLU icon
172
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
– –
-6,802
XLV icon
173
State Street Health Care Select Sector SPDR ETF
XLV
$39.3B
– –
-1,567
3 4 5 6
7