PA
PFW Advisors Portfolio holdings
AUM
$338M
1-Year Est. Return
12.56%
1 Year Est. Return
+12.56%
AUM
$325M
AUM Growth
+$6.11M
(+1.9%)
Holding
130
Top Buys
| 1 | +$410K | |
| 2 | +$381K | |
| 3 | +$244K | |
| 4 |
Primoris Services
PRIM
|
+$243K |
| 5 |
IBM
IBM
|
+$222K |
Top Sells
| 1 | +$1.02M | |
| 2 | +$766K | |
| 3 | +$686K | |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$686K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$643K |
Sector Composition
| 1 | Consumer Staples | 12.77% |
| 2 | Materials | 11.26% |
| 3 | Technology | 7.47% |
| 4 | Financials | 5.26% |
| 5 | Industrials | 3.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Oracle
ORCL
$789B
| – | – |
-1,873
|
|
||
127
Novo Nordisk
NVO
$248B
| – | – |
-3,278
|
|
||
128
Haleon
HLN
$42B
| – | – |
-12,118
|
|
||
129
ConocoPhillips
COP
$109B
| – | – |
-2,165
|
|
||
130
AbbVie
ABBV
$409B
| – | – |
-1,221
|
|