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
$232M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.82M
3
+$2.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M

Top Sells

1
+$2.86M
2
+$1.5M
3
+$1.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$938K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$893K

Sector Composition

1 Financials 2.51%
2 Industrials 0.83%
3 Real Estate 0.76%
4 Consumer Discretionary 0.67%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
2,050
227
$11K ﹤0.01%
151
228
$11K ﹤0.01%
95
229
$11K ﹤0.01%
137
230
$11K ﹤0.01%
202
231
$10K ﹤0.01%
65
232
$10K ﹤0.01%
170
-210
233
$10K ﹤0.01%
218
234
$10K ﹤0.01%
312
235
$10K ﹤0.01%
714
236
$10K ﹤0.01%
401
237
$10K ﹤0.01%
405
238
$10K ﹤0.01%
492
239
$9K ﹤0.01%
200
240
$9K ﹤0.01%
192
241
$9K ﹤0.01%
50
242
$9K ﹤0.01%
113
+1
243
$9K ﹤0.01%
719
+2
244
$9K ﹤0.01%
1,000
245
$9K ﹤0.01%
650
246
$8K ﹤0.01%
162
247
$8K ﹤0.01%
160
248
$8K ﹤0.01%
500
249
$8K ﹤0.01%
295
250
$8K ﹤0.01%
140
+67
8 9
10
11 12