PWA
PCG Wealth Advisors Portfolio holdings
AUM
$196M
This Quarter Return
+3.32%
1 Year Return
+20.74%
3 Year Return
+55.59%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+0.17%)
Cap. Flow
-$3.5M
Cap. Flow
% of AUM
-2.21%
Top 10 Holdings %
Top 10 Hldgs %
45.69%
Holding
123
New
13
Increased
39
Reduced
49
Closed
13
Top Buys
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$3.02M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$1.27M |
| 3 |
Spok Holdings
SPOK
|
$1.18M |
| 4 |
SPDR Gold Trust
GLD
|
$1.15M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$1.05M |
Top Sells
Sector Composition
| 1 | Energy | 4.58% |
| 2 | Real Estate | 1.77% |
| 3 | Healthcare | 1.56% |
| 4 | Technology | 1.52% |
| 5 | Consumer Discretionary | 1.06% |
