We are live on ! Find out more
PWP

Personal Wealth Partners Portfolio holdings

AUM $229M
1-Year Est. Return 6.65%
This Fund
S&P 500
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
+$963K
2
+$721K
3
+$591K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$404K
5
IAU icon
iShares Gold Trust
IAU
+$253K

Top Sells

1
+$2.43M
2
+$2.03M
3
+$1.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$786K

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
476
– –
-349
477
– –
-6
478
– –
-20
479
– –
-192
480
– –
-8
481
– –
-4
482
– –
-24
483
– –
-2
484
– –
-140
485
– –
-66
486
– –
-5
487
– –
-12
488
– –
-6,754
489
– –
-7
490
– –
-5
491
– –
0
492
– –
-91
493
– –
-3
494
– –
-571
495
– –
-1,273
496
– –
-50
497
– –
-63
498
– –
-59
499
– –
-23
500
– –
-4
18 19
20
21 22