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PWA
PCG Wealth Advisors Portfolio holdings
AUM
$395M
1-Year Est. Return
32.15%
This Fund
S&P 500
This Quarter
Est. Return
+1.26%
1 Year Est. Return
+32.15%
3 Year Est. Return
+71.4%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$230M
AUM Growth
+$19.5M
(+9.3%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
8.33%
Top 10 Holdings %
Top 10 Hldgs %
37.26%
Holding
124
New
12
Increased
57
Reduced
38
Closed
5
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.81M |
| 2 |
Global X Silver Miners ETF NEW
SIL
|
+$4.41M |
| 3 |
First Trust Growth Strength ETF
FTGS
|
+$3.32M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.21M |
| 5 |
First Trust Energy AlphaDEX Fund
FXN
|
+$1.94M |
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$4.25M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$2.65M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$2.43M |
| 4 |
SPDR Gold Trust
GLD
|
+$1.45M |
| 5 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$700K |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Energy | 2.02% |
| 3 | Consumer Discretionary | 0.85% |
| 4 | Consumer Staples | 0.63% |
| 5 | Healthcare | 0.5% |
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