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
251
$13K 0.01%
+170
252
$12K ﹤0.01%
+50
253
$12K ﹤0.01%
+600
254
$12K ﹤0.01%
+678
255
$12K ﹤0.01%
+143
256
$12K ﹤0.01%
+164
257
$12K ﹤0.01%
+66
258
$12K ﹤0.01%
+133
259
$11K ﹤0.01%
+167
260
$11K ﹤0.01%
+300
261
$11K ﹤0.01%
+418
262
$11K ﹤0.01%
+420
263
$10K ﹤0.01%
+68
264
$10K ﹤0.01%
+280
265
$10K ﹤0.01%
+225
266
$10K ﹤0.01%
+120
267
$10K ﹤0.01%
+160
268
$10K ﹤0.01%
+123
269
$10K ﹤0.01%
+50
270
$10K ﹤0.01%
+2,050
271
$10K ﹤0.01%
+51
272
$10K ﹤0.01%
+401
273
$9K ﹤0.01%
+87
274
$9K ﹤0.01%
+80
275
$9K ﹤0.01%
+182
9 10
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