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
$217M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.1M
3
+$2.35M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.24M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$10.7M
2
+$3.09M
3
+$2.98M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.01M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.84M

Sector Composition

1 Financials 2.97%
2 Industrials 0.88%
3 Real Estate 0.8%
4 Consumer Discretionary 0.7%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+43
352
$2K ﹤0.01%
+84
353
$2K ﹤0.01%
10
354
$2K ﹤0.01%
+21
355
$2K ﹤0.01%
+3
356
$2K ﹤0.01%
+26
357
$2K ﹤0.01%
+25
358
$2K ﹤0.01%
+23
359
$2K ﹤0.01%
+36
360
$2K ﹤0.01%
+24
361
$2K ﹤0.01%
+66
362
$2K ﹤0.01%
+49
363
$2K ﹤0.01%
20
364
$2K ﹤0.01%
+42
365
$2K ﹤0.01%
60
-183
366
$2K ﹤0.01%
+113
367
$2K ﹤0.01%
+15
368
$2K ﹤0.01%
40
369
$2K ﹤0.01%
+61
370
$2K ﹤0.01%
+9
371
$2K ﹤0.01%
+26
372
$2K ﹤0.01%
+7
373
$2K ﹤0.01%
+107
374
$2K ﹤0.01%
+19
375
$2K ﹤0.01%
39
13 14
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