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
$98.3M
AUM Growth
-$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.11M
3
+$850K
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$801K
5
KJUL icon
Innovator US Small Cap Power Buffer ETF July
KJUL
+$557K

Top Sells

1
+$560K
2
+$543K
3
+$417K
4
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$345K
5
SLV icon
iShares Silver Trust
SLV
+$281K

Sector Composition

1 Communication Services 2.84%
2 Financials 1.46%
3 Technology 1.23%
4 Healthcare 0.99%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$850K 0.87%
+29,180
27
$842K 0.86%
29,807
-19,809
28
$841K 0.86%
36,217
+20,060
29
$747K 0.76%
5,464
+142
30
$721K 0.73%
28,441
+42
31
$689K 0.7%
25,504
+1,600
32
$649K 0.66%
26,886
33
$641K 0.65%
10,368
34
$509K 0.52%
11,855
35
$467K 0.48%
15,760
36
$458K 0.47%
5,186
37
$445K 0.45%
19,202
38
$402K 0.41%
10,027
39
$394K 0.4%
13,550
+7,260
40
$376K 0.38%
+16,561
41
$361K 0.37%
+13,204
42
$333K 0.34%
6,355
43
$332K 0.34%
2,470
44
$330K 0.34%
+12,569
45
$327K 0.33%
+7,602
46
$317K 0.32%
10,745
47
$292K 0.3%
3,205
+4
48
$278K 0.28%
4,447
49
$249K 0.25%
1,118
50
$241K 0.25%
3,202
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