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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
$217M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10M
3
+$2.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.21M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$10.6M
2
+$3.07M
3
+$3.02M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.02M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.83M

Sector Composition

1 Financials 2.97%
2 Industrials 0.88%
3 Real Estate 0.8%
4 Consumer Discretionary 0.7%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+12
502
$1K ﹤0.01%
+6
503
$1K ﹤0.01%
+5
504
$1K ﹤0.01%
+10
505
$1K ﹤0.01%
+7
506
$1K ﹤0.01%
+38
507
$1K ﹤0.01%
+7
508
$1K ﹤0.01%
6
509
$1K ﹤0.01%
+7
510
$1K ﹤0.01%
+2
511
$0 ﹤0.01%
+2
512
$0 ﹤0.01%
+4
513
$0 ﹤0.01%
+3
514
– –
0
515
– –
0
516
– –
0
517
– –
0
518
– –
0
519
$0 ﹤0.01%
+8
520
$0 ﹤0.01%
+6
521
– –
-754
522
$0 ﹤0.01%
+3
523
$0 ﹤0.01%
+3
524
$0 ﹤0.01%
+3
525
$0 ﹤0.01%
+6
19 20
21
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