PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
This Quarter Return
+13.19%
1 Year Return
+6.65%
3 Year Return
+37.22%
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+12%)
Cap. Flow
+$9.48M
Cap. Flow
% of AUM
4.43%
Top 10 Holdings %
Top 10 Hldgs %
74.05%
Holding
74
New
7
Increased
24
Reduced
19
Closed
4
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$7.05M |
| 2 |
iShares MSCI KLD 400 Social ETF
DSI
|
$856K |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$690K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$651K |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$519K |
Top Sells
Sector Composition
| 1 | Financials | 2.27% |
| 2 | Consumer Discretionary | 0.9% |
| 3 | Real Estate | 0.57% |
| 4 | Industrials | 0.57% |
| 5 | Technology | 0.52% |
