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
76
$204K 0.09%
2,006
-2,348
77
$200K 0.09%
+1,243
78
– –
-1,932
79
– –
-5,440
80
– –
-19,686
1 2 3
4