We are live on ! Find out more
PWP

Personal Wealth Partners Portfolio holdings

AUM $229M
1-Year Est. Return 6.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$721K
3
+$591K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$404K
5
IAU icon
iShares Gold Trust
IAU
+$253K

Top Sells

1
+$2.43M
2
+$2.03M
3
+$1.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$786K

Sector Composition

1 Financials 2.31%
2 Real Estate 0.66%
3 Industrials 0.49%
4 Technology 0.36%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-545
227
– –
-15
228
– –
-4
229
– –
-51
230
– –
-4
231
– –
-765
232
– –
-2
233
– –
-170
234
– –
-100
235
– –
-19
236
– –
-605
237
– –
-2
238
– –
-5
239
– –
-205
240
– –
-2
241
– –
-650
242
– –
-854
243
– –
-610
244
– –
-2,195
245
– –
-356
246
– –
-39
247
– –
-4
248
– –
-12
249
– –
-929
250
– –
-1,160
8 9
10
11 12