PWA
PCG Wealth Advisors Portfolio holdings
AUM
$353M
1-Year Est. Return
33.59%
This Fund
S&P 500
1 Year Est. Return
+33.59%
AUM
$353M
AUM Growth
+$10.2M
(+3%)
Holding
157
Top Buys
| 1 | +$4.33M | |
| 2 | +$3.93M | |
| 3 | +$2.99M | |
| 4 |
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
|
+$2.83M |
| 5 |
Global X Copper Miners ETF NEW
COPX
|
+$2.69M |
Top Sells
| 1 | +$8.64M | |
| 2 | +$3.87M | |
| 3 | +$3.58M | |
| 4 |
Global X Uranium ETF
URA
|
+$2.46M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.4M |
Sector Composition
| 1 | Technology | 3.04% |
| 2 | Consumer Discretionary | 0.99% |
| 3 | Energy | 0.95% |
| 4 | Communication Services | 0.82% |
| 5 | Materials | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
First Trust Managed Municipal ETF
FMB
$1.98B
| $202K | 0.06% |
3,952
-246
|
|
||
|
CGC
152
Canopy Growth
CGC
$423M
| $32.4K | 0.01% |
+28,440
|
|
||
153
First Trust Energy AlphaDEX Fund
FXN
$318M
| – | – |
-146,422
|
|
||
154
Invesco KBW Property & Casualty Insurance ETF
KBWP
$279M
| – | – |
-1,620
|
|
||
155
McDonald's
MCD
$243B
| – | – |
-663
|
|
||
156
Palantir
PLTR
$328B
| – | – |
-1,405
|
|
||
157
Praxis Precision Medicines
PRAX
$9.34B
| – | – |
-14,483
|
|