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
251
$4K ﹤0.01%
+349
252
$4K ﹤0.01%
+104
253
$4K ﹤0.01%
+398
254
$4K ﹤0.01%
+100
255
$4K ﹤0.01%
+46
256
$4K ﹤0.01%
+45
257
$4K ﹤0.01%
+56
258
$4K ﹤0.01%
+30
259
$4K ﹤0.01%
1,028
260
$3K ﹤0.01%
+66
261
$3K ﹤0.01%
+116
262
$3K ﹤0.01%
+64
263
$3K ﹤0.01%
+111
264
$3K ﹤0.01%
+65
265
$3K ﹤0.01%
+56
266
$3K ﹤0.01%
+100
267
$3K ﹤0.01%
+28
268
$3K ﹤0.01%
+81
269
$3K ﹤0.01%
+84
270
$2K ﹤0.01%
+19
271
$2K ﹤0.01%
+33
272
$2K ﹤0.01%
+281
273
$2K ﹤0.01%
+50
274
$2K ﹤0.01%
+15
275
$2K ﹤0.01%
+10
9 10
11
12 13