PAWA
Palo Alto Wealth Advisors Portfolio holdings
AUM
$343M
1-Year Est. Return
33.47%
1 Year Est. Return
+33.47%
AUM
$343M
AUM Growth
+$78.9M
(+30%)
Holding
65
Top Buys
| 1 | +$1.33M | |
| 2 | +$1.26M | |
| 3 | +$1.09M | |
| 4 |
Avantis US Mid Cap Equity ETF
AVMC
|
+$1.08M |
| 5 |
Broadcom
AVGO
|
+$878K |
Top Sells
| 1 | +$8.87M | |
| 2 | +$2.97M | |
| 3 | +$1.37M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.18M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$911K |
Sector Composition
| 1 | Communication Services | 50.63% |
| 2 | Technology | 12.84% |
| 3 | Consumer Discretionary | 1.95% |
| 4 | Financials | 0.68% |
| 5 | Healthcare | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Oracle
ORCL
$620B
| $293K | 0.09% |
1,241
+20
|
|
||
52
Vanguard Information Technology ETF
VGT
$115B
| $292K | 0.08% |
377
|
|
||
53
Netflix
NFLX
$425B
| $284K | 0.08% |
2,500
+140
|
|
||
54
eBay
EBAY
$37.3B
| $269K | 0.08% |
3,088
+74
|
|
||
55
Berkshire Hathaway Class B
BRK.B
$1.09T
| $267K | 0.08% |
+538
|
|
||
56
Okta
OKTA
$15.2B
| $252K | 0.07% |
2,942
-3,165
|
|
||
57
Advanced Micro Devices
AMD
$355B
| $247K | 0.07% |
+1,038
|
|
||
58
Bank of America
BAC
$394B
| $244K | 0.07% |
+4,553
|
|
||
59
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
| $242K | 0.07% |
1,616
+4
|
|
||
60
Exxon Mobil
XOM
$491B
| $231K | 0.07% |
+1,932
|
|
||
61
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.39B
| $228K | 0.07% |
+5,600
|
|
||
62
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
| $225K | 0.07% |
4,485
|
|
||
63
BlackRock Intermediate Muni Income Bond ETF
INMU
$216M
| $211K | 0.06% |
8,725
-147
|
|
||
64
iShares Core S&P Total US Stock Market ETF
ITOT
$80.7B
| $201K | 0.06% |
+1,349
|
|
||
65
Automatic Data Processing
ADP
$106B
| – | – |
-673
|
|