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
201
$19K 0.01%
637
202
$18K 0.01%
2,265
203
$18K 0.01%
409
204
$18K 0.01%
804
205
$17K 0.01%
322
206
$17K 0.01%
226
207
$16K 0.01%
800
208
$16K 0.01%
236
209
$15K 0.01%
527
210
$15K 0.01%
362
-543
211
$15K 0.01%
189
212
$15K 0.01%
500
213
$14K 0.01%
135
-145
214
$14K 0.01%
696
215
$13K 0.01%
200
216
$13K 0.01%
65
217
$13K 0.01%
180
218
$13K 0.01%
203
219
$13K 0.01%
90
220
$12K 0.01%
61
221
$12K 0.01%
369
222
$12K 0.01%
60
223
$12K 0.01%
162
224
$11K ﹤0.01%
50
225
$11K ﹤0.01%
678
7 8
9
10 11