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
$104M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$214K
3
+$49.8K
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$22.8K
5
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$17.4K

Top Sells

1
+$377K
2
+$346K
3
+$268K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$242K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$212K

Sector Composition

1 Communication Services 3.65%
2 Financials 1.85%
3 Technology 1.76%
4 Healthcare 0.91%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$721K 0.7%
26,886
27
$709K 0.68%
23,904
+7,215
28
$690K 0.67%
5,186
-2,600
29
$616K 0.59%
10,368
30
$561K 0.54%
11,855
31
$539K 0.52%
15,760
32
$486K 0.47%
24,945
+2,556
33
$469K 0.45%
19,202
+643
34
$467K 0.45%
10,027
35
$405K 0.39%
16,157
36
$390K 0.38%
2,470
37
$385K 0.37%
12,564
38
$347K 0.33%
10,745
39
$347K 0.33%
3,201
+2
40
$335K 0.32%
13,014
41
$329K 0.32%
6,355
-5,172
42
$327K 0.32%
4,447
-142
43
$322K 0.31%
1,118
44
$281K 0.27%
12,260
45
$273K 0.26%
6,969
46
$267K 0.26%
1,640
47
$255K 0.25%
3,202
48
$250K 0.24%
5,443
49
$230K 0.22%
7,844
50
$229K 0.22%
4,368
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