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
$256M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.25M
3
+$3.23M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$872K
5
TSLA icon
Tesla
TSLA
+$493K

Top Sells

1
+$14.7M
2
+$2.1M
3
+$1.11M
4
AMZN icon
Amazon
AMZN
+$866K
5
AAPL icon
Apple
AAPL
+$727K

Sector Composition

1 Communication Services 44.27%
2 Technology 13.9%
3 Consumer Discretionary 2.1%
4 Financials 0.64%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$654K 0.26%
2,813
+133
27
$641K 0.25%
6,985
-835
28
$637K 0.25%
12,469
+63
29
$532K 0.21%
712
+20
30
$503K 0.2%
5,453
+19
31
$479K 0.19%
1,655
+260
32
$440K 0.17%
2,108
+5
33
$437K 0.17%
8,717
+68
34
$435K 0.17%
2,750
-350
35
$391K 0.15%
662
-43
36
$386K 0.15%
2,382
-150
37
$345K 0.13%
6,865
-10,300
38
$344K 0.13%
569
+12
39
$342K 0.13%
10,372
-8
40
$329K 0.13%
6,089
-1,447
41
$325K 0.13%
1,754
-88
42
$316K 0.12%
1,627
43
$298K 0.12%
11,462
+1,112
44
$296K 0.12%
574
-479
45
$263K 0.1%
2,433
46
$260K 0.1%
+2,280
47
$257K 0.1%
476
-52
48
$235K 0.09%
955
49
$231K 0.09%
377
50
$225K 0.09%
+440
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