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
651
– –
-33
652
– –
-137
653
– –
-141
654
– –
-7
655
– –
-9
656
– –
-800
657
– –
-1,040
658
– –
-821
659
– –
-53
660
– –
-18
661
– –
-473
662
– –
-2
663
– –
-5
664
– –
-23
665
– –
-929
666
– –
-22
667
– –
-1
668
– –
-7
669
– –
-2
670
– –
-34
671
– –
-3
672
– –
-1
673
– –
-7
674
– –
-23
675
– –
-19
25 26
27
28 29