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
$217M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.1M
3
+$2.35M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.24M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$10.7M
2
+$3.09M
3
+$2.98M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.01M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.84M

Sector Composition

1 Financials 2.96%
2 Industrials 0.88%
3 Real Estate 0.8%
4 Consumer Discretionary 0.7%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44K 0.02%
764
-120
152
$42K 0.02%
843
+43
153
$42K 0.02%
518
+50
154
$42K 0.02%
+1,400
155
$41K 0.02%
209
156
$40K 0.02%
1,070
157
$39K 0.02%
700
158
$38K 0.02%
+700
159
$37K 0.02%
1,019
160
$36K 0.02%
790
+242
161
$36K 0.02%
905
162
$35K 0.02%
205
+31
163
$35K 0.02%
300
164
$35K 0.02%
650
+26
165
$34K 0.02%
383
+30
166
$33K 0.02%
473
+93
167
$33K 0.02%
571
168
$33K 0.02%
370
169
$32K 0.01%
+890
170
$31K 0.01%
1,170
+8
171
$30K 0.01%
496
172
$30K 0.01%
1,910
173
$30K 0.01%
225
174
$29K 0.01%
195
+12
175
$29K 0.01%
280
5 6
7
8 9