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
176
$23K 0.01%
+548
177
$23K 0.01%
+378
178
$22K 0.01%
+266
179
$22K 0.01%
+485
180
$22K 0.01%
+555
181
$21K 0.01%
+1,280
182
$21K 0.01%
+982
183
$21K 0.01%
+993
184
$20K 0.01%
+228
185
$20K 0.01%
+231
186
$20K 0.01%
+260
187
$19K 0.01%
+2,265
188
$19K 0.01%
+375
189
$17K 0.01%
+184
190
$17K 0.01%
+400
191
$16K 0.01%
+717
192
$16K 0.01%
+232
193
$16K 0.01%
+160
194
$15K 0.01%
+527
195
$15K 0.01%
+335
196
$15K 0.01%
+219
197
$14K 0.01%
+118
198
$14K 0.01%
+197
199
$14K 0.01%
+500
200
$14K 0.01%
+973
6 7
8
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