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
401
$2K ﹤0.01%
+37
402
$2K ﹤0.01%
+16
403
$1K ﹤0.01%
+17
404
$1K ﹤0.01%
+10
405
$1K ﹤0.01%
+9
406
$1K ﹤0.01%
+20
407
$1K ﹤0.01%
+7
408
$1K ﹤0.01%
+16
409
$1K ﹤0.01%
+12
410
$1K ﹤0.01%
+5
411
$1K ﹤0.01%
+50
412
$1K ﹤0.01%
+25
413
$1K ﹤0.01%
+2
414
$1K ﹤0.01%
+24
415
$1K ﹤0.01%
+5
416
$1K ﹤0.01%
+6
417
$1K ﹤0.01%
+16
418
$1K ﹤0.01%
+3
419
$1K ﹤0.01%
+68
420
$1K ﹤0.01%
+11
421
$1K ﹤0.01%
+12
422
$1K ﹤0.01%
+70
423
$1K ﹤0.01%
+8
424
$1K ﹤0.01%
+15
425
$1K ﹤0.01%
+7
14 15 16
17
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