PWA
PCG Wealth Advisors Portfolio holdings
AUM
$196M
This Quarter Return
-4.95%
1 Year Return
+20.74%
3 Year Return
+55.59%
5 Year Return
–
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+100%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
52.87%
Top 10 Holdings %
Top 10 Hldgs %
51.73%
Holding
138
New
49
Increased
86
Reduced
1
Closed
2
Top Buys
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$327K |
| 2 |
Global X US Infrastructure Development ETF
PAVE
|
$301K |
| 3 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$216K |
Sector Composition
| 1 | Consumer Discretionary | 2.41% |
| 2 | Energy | 2.15% |
| 3 | Technology | 1.55% |
| 4 | Consumer Staples | 0.9% |
| 5 | Healthcare | 0.9% |
