PWA
PCG Wealth Advisors Portfolio holdings
AUM
$196M
This Quarter Return
-1.87%
1 Year Return
+20.74%
3 Year Return
+55.59%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-5.3%)
Cap. Flow
-$4.42M
Cap. Flow
% of AUM
-2.9%
Top 10 Holdings %
Top 10 Hldgs %
43.16%
Holding
118
New
9
Increased
38
Reduced
44
Closed
14
Top Buys
Top Sells
| 1 |
Exxon Mobil
XOM
|
$5.05M |
| 2 |
Simon Property Group
SPG
|
$1.62M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
$1.32M |
| 4 |
First Trust Natural Gas ETF
FCG
|
$1.27M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$1.08M |
Sector Composition
| 1 | Energy | 3.79% |
| 2 | Technology | 1.94% |
| 3 | Consumer Discretionary | 1.3% |
| 4 | Consumer Staples | 0.85% |
| 5 | Materials | 0.41% |
