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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
601
$0 ﹤0.01%
8
602
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9
603
$0 ﹤0.01%
2
604
$0 ﹤0.01%
2
605
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9
606
$0 ﹤0.01%
6
607
– –
-1,280
608
$0 ﹤0.01%
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609
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3
611
$0 ﹤0.01%
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612
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613
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614
$0 ﹤0.01%
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615
$0 ﹤0.01%
4
616
– –
0
617
$0 ﹤0.01%
+2
618
$0 ﹤0.01%
3
619
– –
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620
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623
$0 ﹤0.01%
2
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3
625
$0 ﹤0.01%
11
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