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
$232M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.82M
3
+$2.17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.57M

Top Sells

1
+$2.86M
2
+$1.5M
3
+$1.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$938K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$893K

Sector Composition

1 Financials 2.51%
2 Industrials 0.83%
3 Real Estate 0.76%
4 Consumer Discretionary 0.67%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68K 0.03%
+1,300
127
$68K 0.03%
1,340
+325
128
$67K 0.03%
1,057
-167
129
$67K 0.03%
2,225
130
$67K 0.03%
225
131
$66K 0.03%
1,910
132
$66K 0.03%
350
133
$62K 0.03%
445
134
$62K 0.03%
475
135
$61K 0.03%
5,170
+28
136
$61K 0.03%
1,163
137
$60K 0.03%
414
-156
138
$56K 0.02%
480
139
$53K 0.02%
990
-16,052
140
$52K 0.02%
290
141
$51K 0.02%
1,267
142
$51K 0.02%
1,096
143
$51K 0.02%
195
144
$50K 0.02%
809
145
$49K 0.02%
1,070
146
$47K 0.02%
1,177
-947
147
$46K 0.02%
400
-482
148
$45K 0.02%
492
149
$45K 0.02%
2,660
-4,660
150
$43K 0.02%
334
+93
4 5
6
7 8