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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
+0.07%
1 Year Est. Return
+16.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$4.67M
Cap. Flow
+$6.43M
Cap. Flow %
3.93%
Top 10 Hldgs %
33.42%
Holding
163
New
7
Increased
100
Reduced
40
Closed
11

Top Buys

Rank Stock Value
1
MBB icon
iShares MBS ETF
MBB
+$2.02M
2
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.63M
3
AAPL icon
Apple
AAPL
+$1.24M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$930K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$918K

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.73M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.42M
3
MO icon
Altria Group
MO
+$1.12M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
NLY icon
Annaly Capital Management
NLY
+$896K

Sector Composition

Rank Sector Weight
1 Technology 9.44%
2 Financials 4.95%
3 Consumer Staples 4.52%
4 Consumer Discretionary 4.37%
5 Utilities 3.74%

No holdings matched the selected filter criteria.

3 4 5 6 7

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International Private Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, International Private Wealth Advisors held 163 positions worth $163M, up 2.9% from $159M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

International Private Wealth Advisors deployed $6.43M of net new capital in Q1 2026, opening 7 new positions and adding to 100 existing holdings. Its largest new stake was Salesforce: 2,768 shares worth $517K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 8.5% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $1.73M trimmed.

  • International Private Wealth Advisors's largest Q1 2026 buy was Salesforce: 2,768 shares worth $517K.
  • International Private Wealth Advisors added most to iShares MBS ETF in Q1 2026, an estimated $2.02M increase.
  • International Private Wealth Advisors's biggest Q1 2026 reduction was Meta Platforms (Facebook), cutting an estimated $1.73M.
  • International Private Wealth Advisors fully exited Annaly Capital Management in Q1 2026, selling an estimated $896K.
  • International Private Wealth Advisors's ten largest holdings make up 33% of its $163M portfolio in Q1 2026.
  • International Private Wealth Advisors opened 7 new positions and closed 11 in Q1 2026.
  • International Private Wealth Advisors's portfolio value rose 2.9% quarter-over-quarter to $163M.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.