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PWA
PCG Wealth Advisors Portfolio holdings
AUM
$395M
1-Year Est. Return
32.15%
This Fund
S&P 500
This Quarter
Est. Return
+11.05%
1 Year Est. Return
+32.15%
3 Year Est. Return
+71.4%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$196M
AUM Growth
-$91.1M
(-32%)
Cap. Flow
-$109M
Cap. Flow
% of AUM
-55.83%
Top 10 Holdings %
Top 10 Hldgs %
49.01%
Holding
138
New
5
Increased
36
Reduced
34
Closed
49
Top Buys
| 1 |
Freeport-McMoran
FCX
|
+$1.18M |
| 2 |
First Trust Health Care AlphaDEX Fund
FXH
|
+$1.1M |
| 3 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
+$757K |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$449K |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$391K |
Top Sells
| 1 |
Avantis US Large Cap Value ETF
AVLV
|
+$9.78M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$8.15M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$6.03M |
| 4 |
Invesco S&P 100 Equal Weight ETF
EQWL
|
+$4.25M |
| 5 |
Global X Silver Miners ETF NEW
SIL
|
+$4.17M |
Sector Composition
| 1 | Technology | 4.48% |
| 2 | Consumer Discretionary | 1.54% |
| 3 | Communication Services | 1.1% |
| 4 | Consumer Staples | 0.91% |
| 5 | Materials | 0.8% |
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