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
101
$133K 0.05%
+809
102
$131K 0.05%
+2,739
103
$130K 0.05%
+532
104
$122K 0.05%
+1,501
105
$122K 0.05%
+2,695
106
$115K 0.05%
+3,050
107
$113K 0.05%
+2,115
108
$109K 0.04%
+475
109
$109K 0.04%
+5,182
110
$108K 0.04%
+695
111
$107K 0.04%
+839
112
$103K 0.04%
+1,565
113
$101K 0.04%
+1,297
114
$101K 0.04%
+2,444
115
$98K 0.04%
+254
116
$96K 0.04%
+333
117
$93K 0.04%
+888
118
$93K 0.04%
+828
119
$91K 0.04%
+300
120
$91K 0.04%
+227
121
$89K 0.04%
+2,687
122
$89K 0.04%
+386
123
$89K 0.04%
+1,282
124
$89K 0.04%
+225
125
$87K 0.04%
+240
3 4
5
6 7