PAWA

Palo Alto Wealth Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 33.47%
This Quarter Est. Return
1 Year Est. Return
+33.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$96.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$34.2M
3
+$7.96M
4
AAPL icon
Apple
AAPL
+$3.39M
5
DASH icon
DoorDash
DASH
+$1.83M

Top Sells

1
+$1.97M
2
+$934K
3
+$634K
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$358K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$309K

Sector Composition

1 Communication Services 40.25%
2 Technology 12.26%
3 Consumer Discretionary 1.89%
4 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$584K 0.24%
+3,029
27
$537K 0.22%
11,418
+3,030
28
$522K 0.22%
1,052
-479
29
$486K 0.2%
3,045
30
$466K 0.19%
2,096
+7
31
$450K 0.19%
6,080
-1,955
32
$441K 0.18%
753
+3
33
$439K 0.18%
+2,439
34
$436K 0.18%
2,348
+14
35
$407K 0.17%
1,817
-178
36
$406K 0.17%
2,331
-367
37
$356K 0.15%
10,792
38
$334K 0.14%
6,519
+1,064
39
$326K 0.14%
+6,485
40
$319K 0.13%
594
+1
41
$282K 0.12%
2,431
+1
42
$280K 0.12%
971
+149
43
$263K 0.11%
1,200
-36
44
$262K 0.11%
+9,975
45
$251K 0.1%
4,769
+66
46
$246K 0.1%
4,694
+54
47
$241K 0.1%
955
48
$229K 0.09%
+377
49
$207K 0.09%
+8,665
50
$205K 0.08%
+1,599
1
2
3