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
276
$9K ﹤0.01%
+180
277
$9K ﹤0.01%
+303
278
$9K ﹤0.01%
+132
279
$9K ﹤0.01%
+250
280
$9K ﹤0.01%
+42
281
$9K ﹤0.01%
+714
282
$9K ﹤0.01%
+405
283
$9K ﹤0.01%
+400
284
$8K ﹤0.01%
+76
285
$8K ﹤0.01%
+34
286
$8K ﹤0.01%
+100
287
$8K ﹤0.01%
+250
288
$8K ﹤0.01%
+122
289
$8K ﹤0.01%
+342
290
$8K ﹤0.01%
+130
291
$8K ﹤0.01%
+534
292
$8K ﹤0.01%
+485
293
$8K ﹤0.01%
+50
294
$8K ﹤0.01%
+1,500
295
$8K ﹤0.01%
+181
296
$7K ﹤0.01%
+157
297
$7K ﹤0.01%
+243
298
$7K ﹤0.01%
+80
299
$6K ﹤0.01%
+66
300
$6K ﹤0.01%
+390
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