PAWA
Palo Alto Wealth Advisors Portfolio holdings
AUM
$343M
1-Year Est. Return
33.47%
1 Year Est. Return
+33.47%
AUM
$264M
AUM Growth
+$7.94M
(+3.1%)
Holding
57
Top Buys
| 1 | +$4.63M | |
| 2 | +$3.52M | |
| 3 | +$1.48M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$935K |
| 5 |
Okta
OKTA
|
+$611K |
Top Sells
| 1 | +$12.1M | |
| 2 | +$3.39M | |
| 3 | +$3.37M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.86M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.64M |
Sector Composition
| 1 | Communication Services | 42.47% |
| 2 | Technology | 15.45% |
| 3 | Consumer Discretionary | 2.36% |
| 4 | Financials | 0.61% |
| 5 | Healthcare | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
eBay
EBAY
$37.9B
| $224K | 0.08% |
+3,014
|
|
||
52
iShares ESG Aware MSCI USA ETF
ESGU
$15B
| $218K | 0.08% |
1,612
+4
|
|
||
53
Automatic Data Processing
ADP
$102B
| $209K | 0.08% |
+673
|
|
||
54
BlackRock Intermediate Muni Income Bond ETF
INMU
$154M
| $208K | 0.08% |
8,872
+28
|
|
||
55
Johnson & Johnson
JNJ
$472B
| $206K | 0.08% |
+1,348
|
|
||
56
Berkshire Hathaway Class B
BRK.B
$1.1T
| – | – |
-440
|
|
||
57
Pinterest
PINS
$18B
| – | – |
-10,372
|
|