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
201
$22K 0.01%
+400
202
$22K 0.01%
+166
203
$22K 0.01%
+500
204
$21K 0.01%
+2,265
205
$21K 0.01%
+243
206
$21K 0.01%
+333
207
$21K 0.01%
+184
208
$21K 0.01%
+600
209
$20K 0.01%
+821
210
$20K 0.01%
+458
211
$20K 0.01%
+594
212
$20K 0.01%
+841
213
$20K 0.01%
+1,910
214
$20K 0.01%
+90
215
$19K 0.01%
+266
216
$19K 0.01%
+78
217
$19K 0.01%
+397
218
$19K 0.01%
+350
219
$19K 0.01%
+150
220
$19K 0.01%
+611
221
$18K 0.01%
+60
222
$18K 0.01%
+75
223
$18K 0.01%
+200
224
$17K 0.01%
+298
225
$17K 0.01%
+800
7 8
9
10 11