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
State Street 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
326
$4K ﹤0.01%
+15
327
$4K ﹤0.01%
+7
328
$4K ﹤0.01%
+13
329
$4K ﹤0.01%
+68
330
$4K ﹤0.01%
+50
331
$4K ﹤0.01%
+58
332
$4K ﹤0.01%
+50
333
$4K ﹤0.01%
+31
334
$4K ﹤0.01%
+17
335
$4K ﹤0.01%
+106
336
$4K ﹤0.01%
+126
337
$4K ﹤0.01%
+63
338
$4K ﹤0.01%
+98
339
$4K ﹤0.01%
+45
340
$4K ﹤0.01%
+12
341
$4K ﹤0.01%
+1,358
342
$4K ﹤0.01%
+113
343
$4K ﹤0.01%
+1,027
344
$3K ﹤0.01%
+9
345
$3K ﹤0.01%
+19
346
$3K ﹤0.01%
+27
347
$3K ﹤0.01%
+200
348
$3K ﹤0.01%
+18
349
$3K ﹤0.01%
+15
350
$3K ﹤0.01%
+33
12 13
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