IPWA
International Private Wealth Advisors Portfolio holdings
AUM
$117M
This Quarter Return
+9.38%
1 Year Return
+14.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.98%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$13M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$9.59M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$6.44M |
| 4 |
SPDR SSGA US Sector Rotation ETF
XLSR
|
$5.07M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 5.55% |
| 2 | Technology | 4.81% |
| 3 | Consumer Staples | 3.54% |
| 4 | Financials | 1.79% |
| 5 | Communication Services | 1.61% |
