PWA
PCG Wealth Advisors Portfolio holdings
AUM
$196M
This Quarter Return
+3.35%
1 Year Return
+20.74%
3 Year Return
+55.59%
5 Year Return
–
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+5.8%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
3.96%
Top 10 Holdings %
Top 10 Hldgs %
37.65%
Holding
137
New
11
Increased
60
Reduced
47
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.5% |
| 2 | Energy | 1.54% |
| 3 | Consumer Discretionary | 0.99% |
| 4 | Consumer Staples | 0.63% |
| 5 | Communication Services | 0.57% |
