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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
551
– –
-8
552
$0 ﹤0.01%
2
553
$0 ﹤0.01%
5
554
$0 ﹤0.01%
1
555
$0 ﹤0.01%
2
556
$0 ﹤0.01%
13
557
$0 ﹤0.01%
2
558
$0 ﹤0.01%
3
559
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-2
560
$0 ﹤0.01%
2
561
$0 ﹤0.01%
7
562
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563
$0 ﹤0.01%
+39
564
$0 ﹤0.01%
5
565
$0 ﹤0.01%
3
566
$0 ﹤0.01%
8
567
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-3
568
– –
-20,800
569
– –
-52
570
– –
-383
571
– –
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572
– –
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573
$0 ﹤0.01%
4
574
$0 ﹤0.01%
3
575
$0 ﹤0.01%
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