We are live on ! Find out more
PWP

Personal Wealth Partners Portfolio holdings

AUM $229M
1-Year Est. Return 6.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.15M
3
+$1.95M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.77M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.6M

Top Sells

1
+$3.44M
2
+$3.32M
3
+$1.07M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$943K
5
MMM icon
3M
MMM
+$866K

Sector Composition

1 Financials 2.56%
2 Consumer Discretionary 0.62%
3 Real Estate 0.56%
4 Technology 0.53%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-401
102
– –
-611
103
– –
-113
104
– –
-418
105
– –
-405
106
– –
-5,182
107
– –
-420
108
– –
-1
109
– –
-500
110
– –
-490
111
– –
-24
112
– –
-6,578
113
– –
-2
114
– –
-3
115
– –
-1,027
116
– –
-1,098
117
– –
-485
118
– –
-800
119
– –
-9
120
– –
-1,000
121
– –
-125
122
– –
-84
123
– –
-422
124
– –
-3,050
125
– –
-600
3 4
5
6 7