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
301
$3K ﹤0.01%
48
302
$3K ﹤0.01%
62
303
$3K ﹤0.01%
81
304
$3K ﹤0.01%
1,028
305
$3K ﹤0.01%
15
306
$3K ﹤0.01%
33
307
$3K ﹤0.01%
66
308
$3K ﹤0.01%
170
309
$3K ﹤0.01%
66
310
$3K ﹤0.01%
12
311
$3K ﹤0.01%
60
312
$3K ﹤0.01%
33
313
$3K ﹤0.01%
22
314
$3K ﹤0.01%
16
315
$3K ﹤0.01%
53
316
$3K ﹤0.01%
349
317
$3K ﹤0.01%
24
318
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50
319
$3K ﹤0.01%
63
320
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17
321
$3K ﹤0.01%
201
322
$3K ﹤0.01%
56
323
$3K ﹤0.01%
16
324
$3K ﹤0.01%
170
-7
325
$3K ﹤0.01%
41
-2
11 12
13
14 15