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
$68.2M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1M
3
+$852K
4
AMZN icon
Amazon
AMZN
+$718K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$517K

Top Sells

1
+$299K
2
+$266K
3
+$258K
4
DYFI icon
IDX Dynamic Fixed Income ETF
DYFI
+$243K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$242K

Sector Composition

1 Technology 9.51%
2 Consumer Staples 7.84%
3 Consumer Discretionary 7.24%
4 Utilities 7.18%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.67M 9.78%
11,628
+1,748
2
$3.55M 5.2%
148,110
-10,138
3
$3.13M 4.59%
13,429
+9,893
4
$1.97M 2.88%
37,962
+9,276
5
$1.87M 2.75%
82,830
-2,520
6
$1.78M 2.6%
9,534
+3,854
7
$1.56M 2.29%
37,794
+20,643
8
$1.52M 2.23%
40,563
-7,968
9
$1.43M 2.09%
1,607
+7
10
$1.38M 2.02%
27,170
-4,763
11
$1.32M 1.93%
49,520
+11,981
12
$1.14M 1.67%
9,740
+191
13
$1.09M 1.6%
41,734
+19,790
14
$1.05M 1.54%
2,440
-238
15
$1.04M 1.53%
11,354
+1,835
16
$1.01M 1.49%
4,172
+1,422
17
$910K 1.33%
8,988
+368
18
$883K 1.29%
7,272
-240
19
$755K 1.11%
11,185
+3,774
20
$641K 0.94%
12,568
-878
21
$629K 0.92%
7,516
22
$607K 0.89%
1,244
+400
23
$607K 0.89%
9,734
+26
24
$572K 0.84%
19,661
-2,586
25
$552K 0.81%
12,128
+4,928
1
2 3 4 5