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
$166M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$726K
2
+$614K
3
+$522K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$401K
5
IAU icon
iShares Gold Trust
IAU
+$252K

Top Sells

1
+$2.12M
2
+$2.06M
3
+$1.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.15M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$740K

Sector Composition

1 Financials 2.31%
2 Real Estate 0.66%
3 Industrials 0.49%
4 Technology 0.36%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$708K 0.43%
14,153
-319
27
$680K 0.41%
3,574
28
$633K 0.38%
11,065
-839
29
$583K 0.35%
17,134
30
$578K 0.35%
4,321
31
$566K 0.34%
16,432
-2,529
32
$478K 0.29%
6,874
33
$431K 0.26%
8,200
34
$422K 0.25%
10,597
35
$421K 0.25%
4,872
36
$418K 0.25%
3,935
+280
37
$401K 0.24%
+19,075
38
$393K 0.24%
7,156
-2,940
39
$390K 0.23%
7,374
40
$383K 0.23%
8,160
-5,875
41
$379K 0.23%
15,005
+7,705
42
$376K 0.23%
3,677
43
$359K 0.22%
10,759
44
$351K 0.21%
10,582
-1,694
45
$342K 0.21%
6,074
-1,527
46
$342K 0.21%
5,792
47
$330K 0.2%
2,090
-100
48
$282K 0.17%
4,040
49
$279K 0.17%
2,860
+160
50
$265K 0.16%
4,164
+20
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