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
151
$55K 0.02%
+215
152
$51K 0.02%
+220
153
$48K 0.02%
+195
154
$47K 0.02%
+1,019
155
$46K 0.02%
+862
156
$46K 0.02%
+1,096
157
$46K 0.02%
+800
158
$45K 0.02%
+143
159
$43K 0.02%
+1,400
160
$41K 0.02%
+1,123
161
$41K 0.02%
+496
162
$40K 0.02%
+1,162
163
$40K 0.02%
+325
164
$39K 0.02%
+484
165
$38K 0.02%
+593
166
$38K 0.02%
+700
167
$38K 0.02%
+847
168
$37K 0.01%
+300
169
$37K 0.01%
+631
170
$35K 0.01%
+2,924
171
$35K 0.01%
+168
172
$35K 0.01%
+548
173
$35K 0.01%
+624
174
$34K 0.01%
+469
175
$34K 0.01%
+555
5 6
7
8 9