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
$209M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$946K
3
+$841K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$780K
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$554K

Top Sells

1
+$455K
2
+$426K
3
+$326K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$248K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$163K

Sector Composition

1 Financials 2.76%
2 Industrials 0.9%
3 Real Estate 0.79%
4 Consumer Discretionary 0.72%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$77K 0.04%
+372
102
$76K 0.04%
+6,391
103
$76K 0.04%
+1,797
104
$75K 0.04%
+2,115
105
$75K 0.04%
+4,660
106
$75K 0.04%
+1,183
107
$74K 0.04%
+628
108
$73K 0.03%
+522
109
$73K 0.03%
+1,755
110
$72K 0.03%
+1,272
111
$72K 0.03%
+223
112
$71K 0.03%
+1,188
113
$69K 0.03%
+330
114
$69K 0.03%
+3,500
115
$69K 0.03%
+819
116
$68K 0.03%
+2,346
117
$67K 0.03%
+2,635
118
$67K 0.03%
+275
119
$67K 0.03%
+6,874
120
$63K 0.03%
+1,267
121
$63K 0.03%
+507
122
$62K 0.03%
+540
123
$61K 0.03%
+1,163
124
$61K 0.03%
+225
125
$60K 0.03%
+350
3 4
5
6 7