PWA

Pillar Wealth Advisors Portfolio holdings

AUM $3.35M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$11.7M
3
+$10.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.18M
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$5.8M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 3.79%
2 Technology 2.58%
3 Financials 1.91%
4 Healthcare 1.36%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$803K 0.76%
+29,895
27
$753K 0.72%
+10,368
28
$740K 0.7%
+26,886
29
$681K 0.65%
+11,527
30
$571K 0.54%
+11,855
31
$541K 0.51%
+15,760
32
$503K 0.48%
+10,027
33
$489K 0.47%
+16,689
34
$471K 0.45%
+18,559
35
$437K 0.42%
+22,389
36
$414K 0.39%
+16,157
37
$402K 0.38%
+2,470
38
$387K 0.37%
+12,564
39
$371K 0.35%
+3,199
40
$361K 0.34%
+4,589
41
$359K 0.34%
+1,118
42
$344K 0.33%
+13,014
43
$339K 0.32%
+10,745
44
$292K 0.28%
+5,443
45
$273K 0.26%
+1,640
46
$271K 0.26%
+3,202
47
$270K 0.26%
+6,969
48
$264K 0.25%
+12,260
49
$255K 0.24%
+450
50
$246K 0.23%
+4,888
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