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
$222M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$5.42M
3
+$3.65M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.02M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.64M

Top Sells

1
+$7.85M
2
+$6.64M
3
+$3.45M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.02M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.89M

Sector Composition

1 Financials 2.6%
2 Industrials 0.78%
3 Consumer Discretionary 0.77%
4 Real Estate 0.56%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.19%
8,507
52
$403K 0.18%
7,374
53
$368K 0.17%
250
-150
54
$366K 0.17%
3,190
55
$328K 0.15%
6,402
+1,920
56
$324K 0.15%
1,272
57
$315K 0.14%
1,000
58
$297K 0.13%
+13,718
59
$277K 0.13%
3,540
60
$276K 0.12%
2,707
-1,099
61
$268K 0.12%
1,297
62
$261K 0.12%
4,129
63
$257K 0.12%
2,480
64
$256K 0.12%
2,366
65
$255K 0.12%
2,128
66
$250K 0.11%
3,300
67
$248K 0.11%
+2,812
68
$248K 0.11%
5,481
69
$233K 0.11%
848
70
$230K 0.1%
2,274
71
$223K 0.1%
+962
72
$220K 0.1%
1,192
-131
73
$220K 0.1%
+748
74
$219K 0.1%
966
75
$212K 0.1%
3,412
1 2
3
4