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
$237M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Sells

1 +$3.32M
2 +$3.29M
3 +$1.04M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$915K
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-1,685
327
-10
328
-164
329
-157
330
-6
331
-298
332
-400
333
-200
334
-802
335
-100
336
-12
337
-2,687
338
-966
339
-400
340
-383
341
-68
342
-33
343
-243
344
-3,147
345
-2,070
346
-70
347
-590
348
-821
349
-53
350
-50