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
176
$34K 0.01%
+400
177
$33K 0.01%
+5,000
178
$33K 0.01%
+1,070
179
$32K 0.01%
+1,993
180
$31K 0.01%
+383
181
$31K 0.01%
+987
182
$31K 0.01%
+400
183
$31K 0.01%
+1,000
184
$31K 0.01%
+400
185
$30K 0.01%
+358
186
$29K 0.01%
+259
187
$29K 0.01%
+200
188
$28K 0.01%
+192
189
$27K 0.01%
+200
190
$27K 0.01%
+450
191
$27K 0.01%
+780
192
$27K 0.01%
+260
193
$27K 0.01%
+174
194
$26K 0.01%
+200
195
$26K 0.01%
+299
196
$26K 0.01%
+200
197
$25K 0.01%
+232
198
$24K 0.01%
+2,398
199
$23K 0.01%
+500
200
$23K 0.01%
+1,267
6 7
8
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