PAWA
Palo Alto Wealth Advisors Portfolio holdings
AUM
$264M
This Quarter Return
+4.61%
1 Year Return
+9.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.95%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 14.82% |
| 2 | Technology | 13.74% |
| 3 | Real Estate | 5.15% |
| 4 | Consumer Discretionary | 1.05% |
| 5 | Financials | 0.73% |
