PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
1-Year Return
6.65%
This Quarter Return
+1.16%
1 Year Return
+6.65%
3 Year Return
+37.22%
5 Year Return
–
10 Year Return
–
AUM
$217M
AUM Growth
+$7.35M
(+3.5%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
6.45%
Top 10 Holdings %
Top 10 Hldgs %
70.84%
Holding
755
New
448
Increased
113
Reduced
48
Closed
11
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$17M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.1M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$2.35M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.24M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.03M |
Top Sells
Sector Composition
| 1 | Financials | 2.96% |
| 2 | Industrials | 0.88% |
| 3 | Real Estate | 0.8% |
| 4 | Consumer Discretionary | 0.7% |
| 5 | Healthcare | 0.64% |
