IPWA

International Private Wealth Advisors Portfolio holdings

AUM $117M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.59M
3
+$6.44M
4
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$5.07M
5
IEMG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 12.9%
+233,340
2
$9.59M 9.49%
+281,929
3
$6.44M 6.37%
+13,552
4
$5.07M 5.02%
+110,904
5
$4.95M 4.9%
+97,877
6
$4.46M 4.41%
+173,853
7
$3.51M 3.47%
+32,390
8
$3.14M 3.1%
+56,605
9
$2.32M 2.3%
+12,050
10
$2.05M 2.03%
+8,248
11
$1.97M 1.95%
+104,778
12
$1.87M 1.85%
+64,392
13
$1.74M 1.72%
+54,637
14
$1.64M 1.62%
+63,007
15
$1.53M 1.51%
+10,058
16
$1.4M 1.38%
+57,823
17
$1.33M 1.32%
+3,544
18
$1.31M 1.29%
+45,459
19
$1.26M 1.25%
+11,403
20
$1.13M 1.12%
+1,716
21
$1.07M 1.06%
+13,179
22
$1.03M 1.02%
+20,588
23
$1.03M 1.02%
+11,305
24
$1.02M 1.01%
+76,955
25
$1.02M 1.01%
+13,144
1
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