PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
1-Year Est. Return
6.65%
1 Year Est. Return
+6.65%
AUM
$229M
AUM Growth
-$13M
(-5.4%)
Holding
80
Top Buys
| 1 | +$1.92M | |
| 2 | +$1.6M | |
| 3 | +$782K | |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$732K |
| 5 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
+$523K |
Top Sells
| 1 | +$3M | |
| 2 | +$1.12M | |
| 3 | +$999K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$592K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$503K |
Sector Composition
| 1 | Financials | 3.12% |
| 2 | Real Estate | 0.61% |
| 3 | Technology | 0.59% |
| 4 | Consumer Discretionary | 0.46% |
| 5 | Healthcare | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Gold Trust
IAU
$64.3B
| – | – |
-86,142
|
|
||
77
Meta Platforms (Facebook)
META
$1.8T
| – | – |
-748
|
|
||
78
Nuveen ESG Large-Cap Value ETF
NULV
$1.82B
| – | – |
-5,170
|
|
||
79
Pfizer
PFE
$139B
| – | – |
-3,641
|
|
||
|
80
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-5,517
|
|