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
176
$29K 0.01%
304
177
$29K 0.01%
356
178
$28K 0.01%
266
179
$27K 0.01%
1,070
180
$27K 0.01%
195
181
$26K 0.01%
200
182
$25K 0.01%
223
183
$25K 0.01%
555
184
$25K 0.01%
207
-2,845
185
$25K 0.01%
139
-1,057
186
$24K 0.01%
258
187
$24K 0.01%
400
188
$23K 0.01%
380
-803
189
$22K 0.01%
269
190
$22K 0.01%
982
191
$22K 0.01%
1,040
192
$22K 0.01%
765
+21
193
$21K 0.01%
196
194
$21K 0.01%
375
195
$21K 0.01%
260
196
$20K 0.01%
821
197
$19K 0.01%
528
-362
198
$19K 0.01%
140
199
$19K 0.01%
877
200
$19K 0.01%
238
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8
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