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
$248M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.45M
3
+$2.23M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.04M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.75M

Top Sells

1
+$7.59M
2
+$3.56M
3
+$1.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$899K

Sector Composition

1 Financials 2.67%
2 Industrials 1.22%
3 Consumer Discretionary 1.01%
4 Technology 0.91%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
+225
227
$16K 0.01%
+802
228
$16K 0.01%
+400
229
$16K 0.01%
+232
230
$16K 0.01%
+210
231
$16K 0.01%
+290
232
$15K 0.01%
+113
233
$15K 0.01%
+236
234
$15K 0.01%
+204
235
$15K 0.01%
+621
236
$15K 0.01%
+650
237
$15K 0.01%
+118
238
$15K 0.01%
+40
239
$14K 0.01%
+288
240
$14K 0.01%
+242
241
$14K 0.01%
+200
242
$14K 0.01%
+696
243
$14K 0.01%
+65
244
$14K 0.01%
+100
245
$14K 0.01%
+401
246
$13K 0.01%
+590
247
$13K 0.01%
+54
248
$13K 0.01%
+242
249
$13K 0.01%
+870
250
$13K 0.01%
+400
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