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
151
$33K 0.02%
+1,235
152
$31K 0.01%
+496
153
$31K 0.01%
+624
154
$30K 0.01%
+545
155
$30K 0.01%
+174
156
$29K 0.01%
+353
157
$29K 0.01%
+583
158
$29K 0.01%
+1,910
159
$28K 0.01%
+183
160
$28K 0.01%
+280
161
$28K 0.01%
+247
162
$28K 0.01%
+2,835
163
$28K 0.01%
+1,993
164
$27K 0.01%
+380
165
$27K 0.01%
+571
166
$27K 0.01%
+1,070
167
$26K 0.01%
+225
168
$26K 0.01%
+250
169
$25K 0.01%
+200
170
$25K 0.01%
+300
171
$25K 0.01%
+190
172
$25K 0.01%
+400
173
$25K 0.01%
+65
174
$24K 0.01%
+102
175
$23K 0.01%
+217
5 6
7
8 9