IPWA
International Private Wealth Advisors Portfolio holdings
AUM
$159M
1-Year Est. Return
15.46%
1 Year Est. Return
+15.46%
AUM
$159M
AUM Growth
+$42.4M
(+36%)
Holding
184
Top Buys
| 1 | +$5.31M | |
| 2 | +$3.24M | |
| 3 | +$2.94M | |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$2.85M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$2.53M |
Top Sells
| 1 | +$1.18M | |
| 2 | +$601K | |
| 3 | +$585K | |
| 4 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$544K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$517K |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
176
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
| – | – |
-3,988
|
|
||
177
McCormick & Company Non-Voting
MKC
$17B
| – | – |
-3,100
|
|
||
178
Paychex
PAYX
$40.2B
| – | – |
-1,497
|
|
||
179
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.62B
| – | – |
-10,041
|
|
||
180
Public Storage
PSA
$48.5B
| – | – |
-1,548
|
|
||
181
PGIM Ultra Short Bond ETF
PULS
$13.1B
| – | – |
-5,182
|
|
||
182
State Street SPDR Dow Jones REIT ETF
RWR
$1.73B
| – | – |
-4,872
|
|
||
|
183
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
| – | – |
-24,098
|
|
||
184
UnitedHealth
UNH
$302B
| – | – |
-647
|
|