PWP
Personal Wealth Partners Portfolio holdings
AUM
$229M
This Quarter Return
+5.45%
1 Year Return
+6.65%
3 Year Return
+37.22%
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(+12%)
Cap. Flow
+$9.92M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
62.79%
Holding
437
New
360
Increased
16
Reduced
22
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$6.47M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.45M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.23M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$2.04M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.75M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.59M |
| 2 |
iShares Gold Trust
IAU
|
$4.26M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.56M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.82M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.35M |
Sector Composition
| 1 | Financials | 2.67% |
| 2 | Industrials | 1.23% |
| 3 | Consumer Discretionary | 1.01% |
| 4 | Technology | 0.91% |
| 5 | Healthcare | 0.77% |
