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
276
$5K ﹤0.01%
30
277
$5K ﹤0.01%
134
278
$5K ﹤0.01%
23
-91
279
$5K ﹤0.01%
27
280
$5K ﹤0.01%
24
281
$4K ﹤0.01%
46
282
$4K ﹤0.01%
100
283
$4K ﹤0.01%
17
284
$4K ﹤0.01%
23
285
$4K ﹤0.01%
78
286
$4K ﹤0.01%
43
287
$4K ﹤0.01%
245
288
$4K ﹤0.01%
64
289
$4K ﹤0.01%
423
+1
290
$4K ﹤0.01%
12
291
$4K ﹤0.01%
111
292
$4K ﹤0.01%
120
293
$4K ﹤0.01%
600
294
$4K ﹤0.01%
72
295
$4K ﹤0.01%
48
296
$4K ﹤0.01%
30
297
$4K ﹤0.01%
88
298
$4K ﹤0.01%
93
299
$3K ﹤0.01%
15
300
$3K ﹤0.01%
100
10 11
12
13 14