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PWA

Pillar Wealth Advisors Portfolio holdings

AUM $3.35M
1-Year Est. Return 22.3%
This Fund
S&P 500
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
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$1.06M
3
+$964K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$894K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$592K

Top Sells

1
+$4.97M
2
+$2.07M
3
+$1.72M
4
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$1.25M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$897K

Sector Composition

1 Communication Services 2.11%
2 Financials 1.46%
3 Healthcare 1.17%
4 Technology 0.96%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$890K 0.86%
28,233
-8,717
27
$878K 0.85%
38,459
-117
28
$861K 0.83%
31,653
-30,020
29
$857K 0.83%
18,538
+9,286
30
$818K 0.79%
27,549
-1,631
31
$716K 0.69%
25,504
32
$680K 0.66%
26,886
33
$612K 0.59%
22,919
-49,328
34
$602K 0.58%
4,632
-832
35
$590K 0.57%
+26,517
36
$587K 0.57%
+3,071
37
$553K 0.53%
12,995
38
$543K 0.52%
18,152
-11,655
39
$529K 0.51%
22,246
+3,044
40
$507K 0.49%
+5,361
41
$489K 0.47%
15,760
42
$455K 0.44%
10,027
43
$454K 0.44%
+6,041
44
$431K 0.42%
18,085
45
$397K 0.38%
5,186
46
$371K 0.36%
13,204
47
$366K 0.35%
3,510
-19,990
48
$349K 0.34%
2,470
49
$330K 0.32%
10,745
50
$326K 0.31%
6,355
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