PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
This Quarter Return
+5.61%
1 Year Return
+6.65%
3 Year Return
+37.22%
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(+3.6%)
Cap. Flow
-$3.2M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
66.44%
Holding
80
New
10
Increased
8
Reduced
24
Closed
3
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$8.01M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$5.43M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.65M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.02M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$2.64M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$7.85M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.64M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$3.45M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.02M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.89M |
Sector Composition
| 1 | Financials | 2.6% |
| 2 | Industrials | 0.78% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Real Estate | 0.56% |
| 5 | Technology | 0.53% |
