PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
1-Year Return
6.65%
This Quarter Return
-0.99%
1 Year Return
+6.65%
3 Year Return
+37.22%
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
-$10.6M
(-4.3%)
Cap. Flow
-$8.16M
Cap. Flow
% of AUM
-3.44%
Top 10 Holdings %
Top 10 Hldgs %
66.84%
Holding
438
New
1
Increased
18
Reduced
19
Closed
362
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.32M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.29M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.04M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$915K |
| 5 |
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% |
