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
$100M
AUM Growth
+$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$920K
3
+$446K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$418K
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$415K

Top Sells

1
+$99.5K
2
+$63K
3
+$59.1K
4
ICE icon
Intercontinental Exchange
ICE
+$56.5K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$36.4K

Sector Composition

1 Communication Services 2.44%
2 Financials 1.4%
3 Technology 1.17%
4 Healthcare 0.91%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$852K 0.85%
29,180
27
$840K 0.84%
29,807
28
$826K 0.82%
38,576
+2,359
29
$817K 0.81%
51,336
-3,957
30
$755K 0.75%
5,464
31
$678K 0.68%
25,504
32
$646K 0.64%
26,886
33
$640K 0.64%
10,368
34
$631K 0.63%
28,482
+41
35
$546K 0.54%
12,995
+1,140
36
$466K 0.46%
10,027
37
$437K 0.44%
15,760
38
$418K 0.42%
5,186
39
$413K 0.41%
19,202
40
$385K 0.38%
18,085
+1,524
41
$384K 0.38%
13,550
42
$380K 0.38%
9,252
+1,650
43
$354K 0.35%
13,204
44
$314K 0.31%
2,470
45
$313K 0.31%
10,745
46
$278K 0.28%
6,355
47
$249K 0.25%
4,447
48
$239K 0.24%
1,118
49
$233K 0.23%
6,969
50
$233K 0.23%
10,025
-2,544
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