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
$166M
AUM Growth
-$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$721K
3
+$591K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$404K
5
IAU icon
iShares Gold Trust
IAU
+$253K

Top Sells

1
+$2.43M
2
+$2.03M
3
+$1.85M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$786K

Sector Composition

1 Financials 2.31%
2 Real Estate 0.66%
3 Industrials 0.49%
4 Technology 0.36%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-78
127
– –
-261
128
– –
-12
129
– –
-10
130
– –
-4,930
131
– –
-6
132
– –
-201
133
– –
-34
134
– –
-5
135
– –
-71
136
– –
-9
137
– –
-823
138
– –
-12
139
– –
-2,230
140
– –
-5,719
141
– –
-57
142
– –
-6
143
– –
-5
144
– –
-312
145
– –
-8
146
– –
-3,882
147
– –
-11
148
– –
-809
149
– –
-10
150
– –
-2,593
4 5
6
7 8