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
251
$8K ﹤0.01%
490
252
$7K ﹤0.01%
485
253
$7K ﹤0.01%
51
254
$7K ﹤0.01%
146
255
$7K ﹤0.01%
106
-25
256
$7K ﹤0.01%
90
257
$7K ﹤0.01%
534
258
$7K ﹤0.01%
128
259
$6K ﹤0.01%
76
260
$6K ﹤0.01%
50
-450
261
$6K ﹤0.01%
57
262
$6K ﹤0.01%
48
263
$6K ﹤0.01%
100
264
$5K ﹤0.01%
51
265
$5K ﹤0.01%
141
266
$5K ﹤0.01%
261
+3
267
$5K ﹤0.01%
38
268
$5K ﹤0.01%
201
269
$5K ﹤0.01%
34
270
$5K ﹤0.01%
34
271
$5K ﹤0.01%
1,283
+67
272
$5K ﹤0.01%
50
273
$5K ﹤0.01%
115
274
$5K ﹤0.01%
88
275
$5K ﹤0.01%
100
9 10
11
12 13