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
301
$6K ﹤0.01%
+40
302
$6K ﹤0.01%
+24
303
$6K ﹤0.01%
+137
304
$6K ﹤0.01%
+115
305
$6K ﹤0.01%
+57
306
$6K ﹤0.01%
+285
307
$6K ﹤0.01%
+135
308
$6K ﹤0.01%
+88
309
$6K ﹤0.01%
+164
310
$5K ﹤0.01%
+23
311
$5K ﹤0.01%
+100
312
$5K ﹤0.01%
+15
313
$5K ﹤0.01%
+24
314
$5K ﹤0.01%
+85
315
$5K ﹤0.01%
+245
316
$5K ﹤0.01%
+72
317
$5K ﹤0.01%
+67
318
$5K ﹤0.01%
+111
319
$5K ﹤0.01%
+250
320
$5K ﹤0.01%
+24
321
$5K ﹤0.01%
+490
322
$4K ﹤0.01%
+15
323
$4K ﹤0.01%
+7
324
$4K ﹤0.01%
+13
325
$4K ﹤0.01%
+68
11 12
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