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
$120M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$1.5M
3
+$1.5M
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$1.37M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$984K

Top Sells

1
+$872K
2
+$571K
3
+$377K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$347K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$247K

Sector Composition

1 Communication Services 2.24%
2 Technology 1.16%
3 Financials 0.97%
4 Healthcare 0.86%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.96%
21,960
+17,115
27
$1.13M 0.95%
49,156
+10,697
28
$1.06M 0.88%
8,740
29
$998K 0.83%
32,304
30
$994K 0.83%
36,081
+9,195
31
$992K 0.83%
51,681
+111
32
$984K 0.82%
+13,015
33
$968K 0.81%
37,692
34
$964K 0.81%
+22,950
35
$928K 0.78%
11,739
+114
36
$919K 0.77%
19,207
+669
37
$899K 0.75%
4,633
-444
38
$898K 0.75%
31,653
39
$799K 0.67%
10,368
-2
40
$677K 0.57%
3,073
+1
41
$666K 0.56%
12,995
42
$651K 0.54%
15,620
+8,651
43
$623K 0.52%
26,517
44
$580K 0.48%
22,246
45
$555K 0.46%
19,069
46
$516K 0.43%
15,760
47
$475K 0.4%
18,085
48
$471K 0.39%
6,223
+182
49
$464K 0.39%
20,830
+12
50
$397K 0.33%
11,308
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2
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