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
351
$3K ﹤0.01%
+32
352
$3K ﹤0.01%
+10
353
$3K ﹤0.01%
+33
354
$3K ﹤0.01%
+12
355
$3K ﹤0.01%
+115
356
$3K ﹤0.01%
+5
357
$3K ﹤0.01%
+16
358
$3K ﹤0.01%
+53
359
$3K ﹤0.01%
+26
360
$3K ﹤0.01%
+132
361
$3K ﹤0.01%
+23
362
$3K ﹤0.01%
+24
363
$3K ﹤0.01%
+201
364
$3K ﹤0.01%
+43
365
$3K ﹤0.01%
+12
366
$3K ﹤0.01%
+2
367
$3K ﹤0.01%
+11
368
$3K ﹤0.01%
+36
369
$3K ﹤0.01%
+112
370
$2K ﹤0.01%
+6
371
$2K ﹤0.01%
+43
372
$2K ﹤0.01%
+15
373
$2K ﹤0.01%
+5
374
$2K ﹤0.01%
+6
375
$2K ﹤0.01%
+20
13 14
15
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