We are live on ! Find out more
PWP

Personal Wealth Partners Portfolio holdings

AUM $229M
1-Year Est. Return 6.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.15M
3
+$1.95M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.77M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.6M

Top Sells

1
+$3.44M
2
+$3.32M
3
+$1.07M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$943K
5
MMM icon
3M
MMM
+$866K

Sector Composition

1 Financials 2.56%
2 Consumer Discretionary 0.62%
3 Real Estate 0.56%
4 Technology 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,910
252
– –
-7
253
– –
-236
254
– –
-12
255
– –
-299
256
– –
-170
257
– –
-1,219
258
– –
-1,000
259
– –
-828
260
– –
-204
261
– –
-200
262
– –
-5
263
– –
-9
264
– –
-1,071
265
– –
-303
266
– –
-132
267
– –
-50
268
– –
-80
269
– –
-9
270
– –
-25
271
– –
-1,310
272
– –
-17
273
– –
-22
274
– –
-285
275
– –
-2
9 10
11
12 13