PWA

PCG Wealth Advisors Portfolio holdings

AUM $353M
1-Year Est. Return 33.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.34M
3
+$2.85M
4
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$2.56M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$2.48M

Top Sells

1
+$18.9M
2
+$18.4M
3
+$11.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.52M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$7.08M

Sector Composition

1 Energy 5.04%
2 Real Estate 1.71%
3 Technology 1.19%
4 Consumer Discretionary 1.16%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
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