PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
1-Year Est. Return
6.65%
1 Year Est. Return
+6.65%
AUM
$242M
AUM Growth
+$4.98M
(+2.1%)
Holding
83
Top Buys
| 1 | +$1.22M | |
| 2 | +$999K | |
| 3 | +$592K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$325K |
| 5 |
Coca-Cola
KO
|
+$222K |
Top Sells
| 1 | +$4.71M | |
| 2 | +$1.86M | |
| 3 | +$1.56M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$908K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$676K |
Sector Composition
| 1 | Financials | 2.73% |
| 2 | Real Estate | 0.61% |
| 3 | Technology | 0.6% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Healthcare | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Nuveen ESG Large-Cap Value ETF
NULV
$1.84B
| $201K | 0.08% |
+5,170
|
|
||
77
Boeing
BA
$163B
| – | – |
-1,272
|
|
||
78
Walt Disney
DIS
$200B
| – | – |
-1,192
|
|
||
79
VanEck High Yield Muni ETF
HYD
$3.51B
| – | – |
-3,412
|
|
||
80
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.98B
| – | – |
-2,709
|
|
||
81
Vanguard Small-Cap Growth ETF
VBK
$20.8B
| – | – |
-850
|
|
||
82
Wayfair
W
$10.7B
| – | – |
-1,000
|
|
||
|
BSCM
83
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| – | – |
-11,865
|
|