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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
$232M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$2.81M
3
+$2.07M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.88M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.51M

Top Sells

1
+$2.87M
2
+$1.44M
3
+$1.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$898K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$860K

Sector Composition

1 Financials 2.52%
2 Industrials 0.83%
3 Real Estate 0.76%
4 Consumer Discretionary 0.67%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$0 ﹤0.01%
3
502
$0 ﹤0.01%
3
503
$0 ﹤0.01%
3
504
$0 ﹤0.01%
4
505
$0 ﹤0.01%
6
506
– –
-26
507
– –
-61
508
$0 ﹤0.01%
2
509
$0 ﹤0.01%
2
510
$0 ﹤0.01%
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511
$0 ﹤0.01%
3
512
$0 ﹤0.01%
3
513
$0 ﹤0.01%
7
514
$0 ﹤0.01%
5
515
– –
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516
$0 ﹤0.01%
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517
$0 ﹤0.01%
1
518
$0 ﹤0.01%
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519
$0 ﹤0.01%
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520
$0 ﹤0.01%
8
521
– –
-4
522
$0 ﹤0.01%
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523
$0 ﹤0.01%
15
524
$0 ﹤0.01%
4
525
$0 ﹤0.01%
4
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