PAWA
Palo Alto Wealth Advisors Portfolio holdings
AUM
$264M
This Quarter Return
-2.41%
1 Year Return
+9.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-4.4%)
Cap. Flow
-$2.46M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
80.86%
Holding
40
New
1
Increased
8
Reduced
19
Closed
1
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.52M |
| 2 |
KraneShares Global Carbon Strategy ETF
KRBN
|
$1.38M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$870K |
| 4 |
Palantir
PLTR
|
$835K |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$530K |
Sector Composition
| 1 | Communication Services | 14.39% |
| 2 | Technology | 12.1% |
| 3 | Consumer Discretionary | 1.61% |
| 4 | Financials | 0.24% |
