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 2.96%
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
401
$1K ﹤0.01%
+5
402
$1K ﹤0.01%
+36
403
$1K ﹤0.01%
+13
404
$1K ﹤0.01%
+18
405
$1K ﹤0.01%
+8
406
$1K ﹤0.01%
+3
407
$1K ﹤0.01%
+8
408
$1K ﹤0.01%
+9
409
$1K ﹤0.01%
+4
410
$1K ﹤0.01%
+98
411
$1K ﹤0.01%
+26
412
$1K ﹤0.01%
+5
413
$1K ﹤0.01%
+38
414
$1K ﹤0.01%
+24
415
$1K ﹤0.01%
+8
416
$1K ﹤0.01%
+5
417
$1K ﹤0.01%
+71
418
$1K ﹤0.01%
+9
419
$1K ﹤0.01%
+9
420
$1K ﹤0.01%
+7
421
$1K ﹤0.01%
6
422
$1K ﹤0.01%
+5
423
$1K ﹤0.01%
+17
424
$1K ﹤0.01%
+26
425
$1K ﹤0.01%
+2
15 16
17
18 19