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
126
$59K 0.03%
+1,830
127
$54K 0.03%
+648
128
$53K 0.03%
+475
129
$52K 0.02%
+190
130
$51K 0.02%
+884
131
$48K 0.02%
+1,096
132
$45K 0.02%
+1,893
133
$45K 0.02%
+450
134
$44K 0.02%
+800
135
$44K 0.02%
+31
136
$43K 0.02%
+754
137
$42K 0.02%
+729
138
$41K 0.02%
+209
139
$41K 0.02%
+469
140
$41K 0.02%
+480
141
$40K 0.02%
+1,070
142
$39K 0.02%
+700
143
$37K 0.02%
+1,019
144
$36K 0.02%
+468
145
$36K 0.02%
+1,788
146
$36K 0.02%
+437
147
$36K 0.02%
+905
148
$35K 0.02%
+300
149
$33K 0.02%
+370
150
$33K 0.02%
+1,162
4 5
6
7 8