PAWA
Palo Alto Wealth Advisors Portfolio holdings
AUM
$264M
This Quarter Return
+7.66%
1 Year Return
+9.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+7.2%)
Cap. Flow
+$751K
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
81.68%
Holding
43
New
5
Increased
18
Reduced
15
Closed
1
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.88M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.61M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.49M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.32M |
| 5 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$996K |
Top Sells
| 1 |
Microsoft
MSFT
|
$2.37M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.35M |
| 3 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$933K |
| 4 |
Pinterest
PINS
|
$928K |
| 5 |
KraneShares Global Carbon Strategy ETF
KRBN
|
$730K |
Sector Composition
| 1 | Communication Services | 14.62% |
| 2 | Technology | 11.45% |
| 3 | Consumer Discretionary | 1.23% |
| 4 | Financials | 0.28% |
