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
$248M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.45M
3
+$2.23M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.04M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.75M

Top Sells

1
+$7.59M
2
+$3.56M
3
+$1.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$899K

Sector Composition

1 Financials 2.67%
2 Industrials 1.22%
3 Consumer Discretionary 1.01%
4 Technology 0.91%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.51%
9,504
-150
27
$1.21M 0.49%
3,417
-50
28
$1.19M 0.48%
44,632
29
$997K 0.4%
9,453
-232
30
$986K 0.4%
4,496
31
$960K 0.39%
19,133
-1,640
32
$944K 0.38%
3,821
33
$927K 0.37%
16,830
34
$872K 0.35%
16,730
+216
35
$866K 0.35%
5,217
+3,974
36
$850K 0.34%
8,995
37
$726K 0.29%
9,202
38
$685K 0.28%
4,872
39
$676K 0.27%
2,494
-89
40
$641K 0.26%
12,940
41
$631K 0.25%
11,071
42
$610K 0.25%
3,677
43
$581K 0.23%
4,244
-300
44
$571K 0.23%
5,599
45
$559K 0.23%
2,482
46
$554K 0.22%
10,759
47
$500K 0.2%
3,386
48
$499K 0.2%
2,900
49
$456K 0.18%
8,507
50
$448K 0.18%
5,359
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