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
51
$207K 0.08%
8,844
+103
52
$206K 0.08%
1,608
+4
53
– –
-5,480
1 2
3