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 2.68%
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
376
$2K ﹤0.01%
+6
377
$2K ﹤0.01%
+43
378
$2K ﹤0.01%
+48
379
$2K ﹤0.01%
+5
380
$2K ﹤0.01%
+26
381
$2K ﹤0.01%
+20
382
$2K ﹤0.01%
+66
383
$2K ﹤0.01%
+125
384
$2K ﹤0.01%
+84
385
$2K ﹤0.01%
+18
386
$2K ﹤0.01%
+20
387
$2K ﹤0.01%
+7
388
$2K ﹤0.01%
+9
389
$2K ﹤0.01%
+9
390
$2K ﹤0.01%
+22
391
$2K ﹤0.01%
+10
392
$2K ﹤0.01%
+14
393
$2K ﹤0.01%
+39
394
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+45
395
$2K ﹤0.01%
+8
396
$2K ﹤0.01%
+41
397
$2K ﹤0.01%
+9
398
$2K ﹤0.01%
+12
399
$2K ﹤0.01%
+70
400
$2K ﹤0.01%
+53
14 15
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