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
$222M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$5.42M
3
+$3.65M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.02M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.64M

Top Sells

1
+$7.85M
2
+$6.64M
3
+$3.45M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.02M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.89M

Sector Composition

1 Financials 2.6%
2 Industrials 0.78%
3 Consumer Discretionary 0.77%
4 Real Estate 0.56%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.56%
9,654
-160
27
$1.23M 0.56%
44,632
28
$1.11M 0.5%
3,467
29
$1.04M 0.47%
20,773
-7,207
30
$976K 0.44%
4,496
31
$976K 0.44%
9,685
-915
32
$961K 0.43%
16,830
33
$874K 0.39%
3,821
34
$853K 0.38%
16,514
-270
35
$833K 0.38%
8,995
36
$698K 0.32%
9,202
37
$641K 0.29%
12,940
38
$612K 0.28%
11,071
39
$609K 0.27%
2,583
+250
40
$607K 0.27%
6,626
-1,296
41
$593K 0.27%
4,872
42
$574K 0.26%
3,677
43
$555K 0.25%
4,544
+103
44
$531K 0.24%
2,482
45
$528K 0.24%
10,759
46
$515K 0.23%
5,599
-135
47
$450K 0.2%
3,386
48
$449K 0.2%
2,900
-100
49
$432K 0.2%
8,189
50
$419K 0.19%
5,359
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