PAWA

Palo Alto Wealth Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 33.47%
This Fund
S&P 500
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
+$42.2M
2
+$35M
3
+$7.12M
4
AAPL icon
Apple
AAPL
+$3.2M
5
DASH icon
DoorDash
DASH
+$1.46M

Top Sells

1
+$2.01M
2
+$934K
3
+$597K
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$358K
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$320K

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
51
– –
-10,337
52
– –
-8,660
1 2
3