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
126
$87K 0.04%
+1,100
127
$85K 0.03%
+1,000
128
$84K 0.03%
+316
129
$83K 0.03%
+1,000
130
$83K 0.03%
+3,862
131
$81K 0.03%
+497
132
$79K 0.03%
+2,020
133
$77K 0.03%
+1,525
134
$74K 0.03%
+265
135
$73K 0.03%
+896
136
$72K 0.03%
+2,070
137
$72K 0.03%
+1,070
138
$71K 0.03%
+1,656
139
$70K 0.03%
+481
140
$69K 0.03%
+290
141
$65K 0.03%
+1,071
142
$65K 0.03%
+1,500
143
$65K 0.03%
+1,220
144
$63K 0.03%
+254
145
$62K 0.03%
+1,000
146
$61K 0.02%
+1,685
147
$60K 0.02%
+95
148
$59K 0.02%
+112
149
$58K 0.02%
+1,027
150
$56K 0.02%
+703
4 5
6
7 8