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
351
$3K ﹤0.01%
+115
352
$3K ﹤0.01%
+5
353
$3K ﹤0.01%
+16
354
$3K ﹤0.01%
+53
355
$3K ﹤0.01%
+26
356
$3K ﹤0.01%
+132
357
$3K ﹤0.01%
+23
358
$3K ﹤0.01%
+24
359
$3K ﹤0.01%
+201
360
$3K ﹤0.01%
+43
361
$3K ﹤0.01%
+12
362
$3K ﹤0.01%
+2
363
$3K ﹤0.01%
+11
364
$3K ﹤0.01%
+36
365
$3K ﹤0.01%
+112
366
$3K ﹤0.01%
+9
367
$3K ﹤0.01%
+19
368
$3K ﹤0.01%
+27
369
$3K ﹤0.01%
+200
370
$2K ﹤0.01%
+12
371
$2K ﹤0.01%
+70
372
$2K ﹤0.01%
+53
373
$2K ﹤0.01%
+37
374
$2K ﹤0.01%
+16
375
$2K ﹤0.01%
+48
13 14
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