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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
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

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
-3,123
177
-3,988
178
-3,100
179
-1,497
180
-10,041
181
-1,548
182
-4,872
183
-24,098
184
-647