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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$38.9M
3
+$21.8M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$11.2M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.54%
2 Real Estate 0.8%
3 Industrials 0.6%
4 Healthcare 0.29%
5 Utilities 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$386K 0.24%
+4,844
27
$369K 0.23%
+5,792
28
$364K 0.23%
+2,284
29
$358K 0.22%
+4,803
30
$301K 0.19%
+3,854
31
$292K 0.18%
+3,742
32
$234K 0.15%
+4,497
33
$233K 0.15%
+5,870
34
$231K 0.14%
+2,541
35
$210K 0.13%
+4,784
36
$209K 0.13%
+4,804
37
$201K 0.13%
+2,680
38
$201K 0.13%
+7,565
39
$8K 0.01%
+13,525
40
$8K 0.01%
+1,028
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