PWP

Personal Wealth Partners Portfolio holdings

AUM $229M
1-Year Est. Return 6.65%
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
+$4.98M
2
+$2.82M
3
+$2.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M

Top Sells

1
+$2.86M
2
+$1.5M
3
+$1.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$938K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$893K

Sector Composition

1 Financials 2.51%
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
51
$335K 0.14%
5,595
+880
52
$304K 0.13%
4,144
+68
53
$297K 0.13%
1,817
-53
54
$280K 0.12%
3,190
55
$276K 0.12%
4,302
+39
56
$250K 0.11%
+14,060
57
$249K 0.11%
2,700
58
$246K 0.11%
2,681
59
$229K 0.1%
400
60
$225K 0.1%
7,300
+3,650
61
$220K 0.09%
+4,390
62
$215K 0.09%
5,719
-13,588
63
$214K 0.09%
5,085
64
$214K 0.09%
5,409
65
$211K 0.09%
2,388
66
$209K 0.09%
+2,055
67
$208K 0.09%
6,754
-7,956
68
$203K 0.09%
3,663
69
$200K 0.09%
703
-54
70
$200K 0.09%
3,300
71
$191K 0.08%
900
72
$185K 0.08%
2,128
73
$178K 0.08%
1,567
74
$178K 0.08%
605
75
$178K 0.08%
2,195
1 2
3
4 5