PWA
PCG Wealth Advisors Portfolio holdings
AUM
$196M
1-Year Return
20.74%
This Quarter Return
+7.82%
1 Year Return
+20.74%
3 Year Return
+55.59%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.29%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 2.39% |
| 2 | Consumer Discretionary | 1.53% |
| 3 | Technology | 1.43% |
| 4 | Healthcare | 0.96% |
| 5 | Consumer Staples | 0.61% |
