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
151
$43K 0.02%
1,530
152
$43K 0.02%
518
153
$42K 0.02%
700
154
$42K 0.02%
764
155
$41K 0.02%
1,400
156
$40K 0.02%
843
157
$39K 0.02%
205
158
$38K 0.02%
473
159
$38K 0.02%
1,019
160
$38K 0.02%
700
161
$36K 0.02%
790
162
$36K 0.02%
650
163
$36K 0.02%
1,170
164
$36K 0.02%
252
165
$35K 0.02%
823
+228
166
$35K 0.02%
370
167
$34K 0.01%
496
168
$33K 0.01%
225
169
$32K 0.01%
383
170
$32K 0.01%
195
171
$32K 0.01%
571
172
$31K 0.01%
143
173
$31K 0.01%
1,910
174
$30K 0.01%
545
175
$29K 0.01%
1,993
5 6
7
8 9