PWP

Personal Wealth Partners Portfolio holdings

AUM $229M
1-Year Est. Return 6.65%
This Quarter Est. Return
1 Year Est. Return
+6.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$946K
3
+$841K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$780K
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$554K

Top Sells

1
+$455K
2
+$426K
3
+$326K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$248K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$163K

Sector Composition

1 Financials 2.76%
2 Industrials 0.9%
3 Real Estate 0.79%
4 Consumer Discretionary 0.72%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
+295
227
$8K ﹤0.01%
+204
228
$8K ﹤0.01%
+151
229
$8K ﹤0.01%
+98
230
$7K ﹤0.01%
+140
231
$7K ﹤0.01%
+128
232
$7K ﹤0.01%
+485
233
$7K ﹤0.01%
+500
234
$7K ﹤0.01%
+714
235
$6K ﹤0.01%
+270
236
$6K ﹤0.01%
+135
237
$6K ﹤0.01%
+100
238
$6K ﹤0.01%
+490
239
$6K ﹤0.01%
+255
240
$6K ﹤0.01%
+422
241
$5K ﹤0.01%
+76
242
$5K ﹤0.01%
+24
243
$5K ﹤0.01%
+276
244
$5K ﹤0.01%
+93
245
$5K ﹤0.01%
+90
246
$4K ﹤0.01%
+169
247
$4K ﹤0.01%
+78
248
$4K ﹤0.01%
+29
249
$4K ﹤0.01%
+85
250
$4K ﹤0.01%
+245
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