PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
This Quarter Return
+3.02%
1 Year Return
+6.65%
3 Year Return
+37.22%
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+11%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
7.83%
Top 10 Holdings %
Top 10 Hldgs %
75.1%
Holding
303
New
244
Increased
20
Reduced
17
Closed
2
Top Buys
Top Sells
| 1 |
Marsh & McLennan
MMC
|
$455K |
| 2 |
Invesco S&P Global Water Index ETF
CGW
|
$426K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$326K |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$248K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$163K |
Sector Composition
| 1 | Financials | 2.76% |
| 2 | Industrials | 0.91% |
| 3 | Real Estate | 0.79% |
| 4 | Consumer Discretionary | 0.72% |
| 5 | Healthcare | 0.52% |
