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
$191M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$444K
3
+$338K
4
SO icon
Southern Company
SO
+$295K
5
W icon
Wayfair
W
+$291K

Top Sells

1
+$1.57M
2
+$1.39M
3
+$985K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$294K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$233K

Sector Composition

1 Financials 2.4%
2 Consumer Discretionary 0.91%
3 Real Estate 0.61%
4 Technology 0.52%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$747K 0.39%
14,387
+812
27
$714K 0.37%
11,668
-1,354
28
$711K 0.37%
4,321
29
$694K 0.36%
8,995
30
$600K 0.31%
7,947
-1,128
31
$593K 0.31%
9,311
-3,493
32
$588K 0.31%
16,396
33
$559K 0.29%
4,872
34
$539K 0.28%
16,830
-300
35
$499K 0.26%
4,305
+141
36
$491K 0.26%
2,333
+207
37
$482K 0.25%
3,677
38
$447K 0.23%
5,599
-1,275
39
$446K 0.23%
21,005
40
$444K 0.23%
4,354
-49
41
$440K 0.23%
10,759
42
$433K 0.23%
400
43
$401K 0.21%
7,374
44
$397K 0.21%
2,520
-340
45
$395K 0.21%
7,255
46
$395K 0.21%
3,655
47
$395K 0.21%
3,386
+705
48
$393K 0.21%
9,507
49
$382K 0.2%
2,482
50
$355K 0.19%
3,190
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