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
176
$29K 0.01%
1,993
177
$28K 0.01%
+143
178
$28K 0.01%
114
+12
179
$28K 0.01%
545
180
$28K 0.01%
356
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181
$27K 0.01%
195
+5
182
$26K 0.01%
241
+10
183
$26K 0.01%
252
+2
184
$25K 0.01%
223
+6
185
$25K 0.01%
258
+30
186
$25K 0.01%
200
187
$25K 0.01%
1,530
+1,500
188
$24K 0.01%
269
+3
189
$24K 0.01%
266
+133
190
$24K 0.01%
1,070
191
$24K 0.01%
595
+12
192
$23K 0.01%
555
193
$23K 0.01%
304
+4
194
$22K 0.01%
+1,040
195
$21K 0.01%
400
196
$21K 0.01%
380
-14,314
197
$20K 0.01%
982
198
$20K 0.01%
+821
199
$20K 0.01%
+744
200
$20K 0.01%
260
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8
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