PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
This Quarter Return
+10.34%
1 Year Return
+6.65%
3 Year Return
+37.22%
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+18%)
Cap. Flow
-$8.95M
Cap. Flow
% of AUM
-4.76%
Top 10 Holdings %
Top 10 Hldgs %
78.4%
Holding
69
New
29
Increased
2
Reduced
19
Closed
10
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$51.9M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$15.2M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.2M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$11M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$9.55M |
Top Sells
Sector Composition
| 1 | Financials | 2.79% |
| 2 | Real Estate | 0.76% |
| 3 | Industrials | 0.58% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Communication Services | 0.11% |
