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PWP

Personal Wealth Partners Portfolio holdings

AUM $229M
1-Year Est. Return 6.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$2.81M
3
+$2.07M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.88M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.51M

Top Sells

1
+$2.87M
2
+$1.44M
3
+$1.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$898K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$860K

Sector Composition

1 Financials 2.52%
2 Industrials 0.83%
3 Real Estate 0.76%
4 Consumer Discretionary 0.67%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
15
377
$2K ﹤0.01%
40
378
$1K ﹤0.01%
5
379
$1K ﹤0.01%
34
380
$1K ﹤0.01%
10
381
$1K ﹤0.01%
8
382
$1K ﹤0.01%
23
383
$1K ﹤0.01%
10
384
$1K ﹤0.01%
5
385
$1K ﹤0.01%
12
386
$1K ﹤0.01%
10
387
$1K ﹤0.01%
68
388
$1K ﹤0.01%
7
389
$1K ﹤0.01%
18
390
$1K ﹤0.01%
16
391
$1K ﹤0.01%
11
392
$1K ﹤0.01%
34
393
$1K ﹤0.01%
19
394
$1K ﹤0.01%
50
395
$1K ﹤0.01%
14
396
$1K ﹤0.01%
12
397
$1K ﹤0.01%
97
398
$1K ﹤0.01%
48
399
$1K ﹤0.01%
5
400
$1K ﹤0.01%
36
14 15
16
17 18