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
$343M
AUM Growth
+$148M
(+76%)
Holding
153
Top Buys
| 1 | +$9.23M | |
| 2 | +$7.12M | |
| 3 | +$6.61M | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$6.53M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$5.84M |
Top Sells
| 1 | +$6.44M | |
| 2 | +$6.36M | |
| 3 | +$2.42M | |
| 4 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$1.83M |
| 5 |
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
|
+$1.71M |
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Consumer Discretionary | 1.08% |
| 3 | Energy | 0.93% |
| 4 | Communication Services | 0.76% |
| 5 | Consumer Staples | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Hecla Mining
HL
$15.3B
| – | – |
-35,520
|
|
||
|
152
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.98B
| – | – |
-74,652
|
|
||
153
Colgate-Palmolive
CL
$76.1B
| – | – |
-2,486
|
|