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
201
$13K 0.01%
+100
202
$13K 0.01%
+223
203
$13K 0.01%
+696
204
$13K 0.01%
+180
205
$12K 0.01%
+300
206
$12K 0.01%
+133
207
$12K 0.01%
+90
208
$11K 0.01%
+678
209
$11K 0.01%
+2,050
210
$11K 0.01%
+383
211
$11K 0.01%
+137
212
$11K 0.01%
+200
213
$10K ﹤0.01%
+61
214
$10K ﹤0.01%
+60
215
$10K ﹤0.01%
+57
216
$10K ﹤0.01%
+312
217
$9K ﹤0.01%
+250
218
$9K ﹤0.01%
+224
219
$9K ﹤0.01%
+200
220
$9K ﹤0.01%
+164
221
$9K ﹤0.01%
+650
222
$8K ﹤0.01%
+40
223
$8K ﹤0.01%
+1,152
224
$8K ﹤0.01%
+169
225
$8K ﹤0.01%
+112
7 8
9
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