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
$248M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.45M
3
+$2.23M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.04M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.75M

Top Sells

1
+$7.59M
2
+$3.56M
3
+$1.82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$899K

Sector Composition

1 Financials 2.67%
2 Industrials 1.22%
3 Consumer Discretionary 1.01%
4 Technology 0.91%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.09%
3,412
77
$212K 0.09%
974
+12
78
$210K 0.08%
1,192
79
$209K 0.08%
+9,052
80
$205K 0.08%
2,006
81
$203K 0.08%
+3,756
82
$192K 0.08%
+3,527
83
$182K 0.07%
+2,195
84
$180K 0.07%
+3,147
85
$177K 0.07%
+1,146
86
$173K 0.07%
+1,420
87
$159K 0.06%
+843
88
$157K 0.06%
+1,267
89
$156K 0.06%
+1,098
90
$156K 0.06%
+1,113
91
$153K 0.06%
+2,718
92
$152K 0.06%
+2,760
93
$149K 0.06%
+996
94
$143K 0.06%
+3,660
95
$143K 0.06%
+6,578
96
$142K 0.06%
+413
97
$141K 0.06%
+1,310
98
$136K 0.05%
+1,745
99
$135K 0.05%
+1,002
100
$135K 0.05%
+422
2 3
4
5 6