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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

Top Buys

1
+$5.12M
2
+$3.03M
3
+$2.88M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$2.82M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.51M

Top Sells

1
+$1.18M
2
+$595K
3
+$579K
4
SPLB icon
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
+$544K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$516K

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
1
$10.8M 6.82%
16,277
+2,522
2
$6.38M 4.01%
34,194
+17,366
3
$5.31M 3.34%
+116,112
4
$4.89M 3.07%
54,681
+32,951
5
$4.5M 2.83%
20,480
+3,634
6
$4.08M 2.57%
7,875
+2,119
7
$4.04M 2.54%
94,420
+15,304
8
$3.65M 2.3%
3,947
+1,158
9
$3.65M 2.3%
61,227
+3,136
10
$3.54M 2.22%
29,580
+19,878
11
$3.35M 2.11%
40,356
+20,694
12
$3.31M 2.08%
42,215
+2,285
13
$3.15M 1.98%
12,369
-205
14
$3.12M 1.96%
108,952
+12,277
15
$2.85M 1.79%
+51,322
16
$2.75M 1.73%
11,311
+3,112
17
$2.72M 1.71%
116,778
-7,372
18
$2.53M 1.59%
+59,220
19
$2.5M 1.58%
4,982
+2,440
20
$2.32M 1.46%
3,042
+1,366
21
$2.25M 1.41%
3,743
+67
22
$1.97M 1.24%
12,798
+6,046
23
$1.94M 1.22%
2,643
+1,230
24
$1.77M 1.11%
37,715
+7,642
25
$1.65M 1.04%
13,845
+33
1
2 3 4 5