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
$237M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.13M
3
+$1.9M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.73M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.57M

Top Sells

1
+$3.32M
2
+$3.29M
3
+$1.04M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$915K
5
MMM icon
3M
MMM
+$866K

Sector Composition

1 Financials 2.56%
2 Consumer Discretionary 0.62%
3 Real Estate 0.56%
4 Technology 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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430
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431
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434
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436
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437
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438
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-1,400
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