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
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$1.29M
3
+$581K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$474K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$399K

Top Sells

1
+$13.4M
2
+$919K
3
+$818K
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$562K
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$543K

Sector Composition

1 Communication Services 2.36%
2 Financials 1.45%
3 Technology 1.18%
4 Healthcare 1.15%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$892K 0.89%
31,653
27
$870K 0.87%
18,538
28
$860K 0.86%
10,370
+2
29
$837K 0.83%
5,077
+445
30
$715K 0.71%
26,886
31
$690K 0.69%
7,140
+1,779
32
$627K 0.62%
3,072
+1
33
$623K 0.62%
12,995
34
$614K 0.61%
26,517
35
$581K 0.58%
+23,835
36
$561K 0.56%
22,246
37
$543K 0.54%
19,069
-3,850
38
$494K 0.49%
15,760
39
$474K 0.47%
+20,818
40
$461K 0.46%
6,041
41
$459K 0.46%
18,085
42
$399K 0.4%
+971
43
$381K 0.38%
13,204
44
$377K 0.38%
10,027
45
$376K 0.37%
11,308
-16,925
46
$357K 0.36%
2,470
47
$348K 0.35%
5,186
48
$346K 0.34%
10,745
49
$334K 0.33%
10,850
50
$318K 0.32%
4,447
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