IPWA
International Private Wealth Advisors Portfolio holdings
AUM
$117M
1-Year Est. Return
14.67%
1 Year Est. Return
+14.67%
AUM
$117M
AUM Growth
+$12.2M
(+12%)
Holding
185
Top Buys
| 1 | +$876K | |
| 2 | +$817K | |
| 3 | +$781K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$730K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$700K |
Top Sells
| 1 | +$1.69M | |
| 2 | +$1.01M | |
| 3 | +$600K | |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$542K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$517K |
Sector Composition
| 1 | Technology | 10.15% |
| 2 | Consumer Staples | 7.41% |
| 3 | Consumer Discretionary | 6.56% |
| 4 | Financials | 6.11% |
| 5 | Utilities | 4.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Seagate
STX
$48B
| – | – |
-2,664
|
|
||
177
Unum
UNM
$12.9B
| – | – |
-3,099
|
|
||
|
178
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
| – | – |
-6,318
|
|
||
179
Arista Networks
ANET
$180B
| – | – |
-7,738
|
|
||
180
Franklin Resources
BEN
$11.6B
| – | – |
-13,581
|
|
||
181
Clorox
CLX
$14.6B
| – | – |
-1,544
|
|
||
182
Emerson Electric
EMR
$72.8B
| – | – |
-2,095
|
|
||
183
Entergy
ETR
$42.8B
| – | – |
-5,013
|
|
||
184
First Horizon
FHN
$10.1B
| – | – |
-11,735
|
|
||
185
Watsco Inc
WSO
$15B
| – | – |
-766
|
|