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
$229M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

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
IAU icon
76
iShares Gold Trust
IAU
$66.6B
-86,142
META icon
77
Meta Platforms (Facebook)
META
$1.84T
-748
NULV icon
78
Nuveen ESG Large-Cap Value ETF
NULV
$1.84B
-5,170
PFE icon
79
Pfizer
PFE
$140B
-3,641
SUB icon
80
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
-5,517