PWA

PCG Wealth Advisors Portfolio holdings

AUM $196M
1-Year Est. Return 20.74%
This Quarter Est. Return
1 Year Est. Return
+20.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$2.4M
3 +$2.38M
4
URA icon
Global X Uranium ETF
URA
+$1.48M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.37M

Top Sells

1 +$3.1M
2 +$1.44M
3 +$490K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$436K
5
BA icon
Boeing
BA
+$415K

Sector Composition

1 Technology 3.2%
2 Energy 1.67%
3 Consumer Discretionary 0.96%
4 Consumer Staples 0.68%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,512
127
-7,042
128
-3,875
129
-890
130
-901