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
$217M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.1M
3
+$2.35M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.24M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$10.7M
2
+$3.09M
3
+$2.98M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.01M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.84M

Sector Composition

1 Financials 2.96%
2 Industrials 0.88%
3 Real Estate 0.8%
4 Consumer Discretionary 0.7%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$0 ﹤0.01%
+2
727
$0 ﹤0.01%
+15
728
$0 ﹤0.01%
+2
729
$0 ﹤0.01%
+2
730
$0 ﹤0.01%
+7
731
$0 ﹤0.01%
+9
732
$0 ﹤0.01%
+2
733
$0 ﹤0.01%
+6
734
$0 ﹤0.01%
+1
735
$0 ﹤0.01%
+4
736
$0 ﹤0.01%
+2
737
$0 ﹤0.01%
+5
738
$0 ﹤0.01%
+10
739
$0 ﹤0.01%
+3
740
$0 ﹤0.01%
+3
741
$0 ﹤0.01%
+9
742
$0 ﹤0.01%
+3
743
$0 ﹤0.01%
+6
744
$0 ﹤0.01%
+5
745
$0 ﹤0.01%
+9
746
$0 ﹤0.01%
+2
747
$0 ﹤0.01%
+3
748
$0 ﹤0.01%
31
749
$0 ﹤0.01%
+11
750
$0 ﹤0.01%
+7
27 28 29
30
31