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
$116M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$593K
3
+$508K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$474K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$355K

Top Sells

1
+$984K
2
+$983K
3
+$609K
4
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$494K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$471K

Sector Composition

1 Communication Services 2.53%
2 Technology 1.14%
3 Financials 0.97%
4 Healthcare 0.85%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.97%
10,227
27
$1.11M 0.96%
49,156
28
$997K 0.86%
+38,910
29
$989K 0.86%
32,304
30
$966K 0.84%
51,795
+114
31
$965K 0.84%
36,081
32
$949K 0.82%
19,207
33
$931K 0.81%
37,222
-470
34
$892K 0.77%
11,739
35
$793K 0.69%
4,633
36
$783K 0.68%
28,603
-3,050
37
$777K 0.67%
10,368
38
$660K 0.57%
12,995
39
$653K 0.57%
15,620
40
$653K 0.57%
3,073
41
$595K 0.52%
26,517
42
$584K 0.51%
22,246
43
$531K 0.46%
19,069
44
$521K 0.45%
10,377
-19,582
45
$501K 0.43%
15,760
46
$468K 0.4%
6,223
47
$460K 0.4%
18,085
48
$448K 0.39%
20,842
+12
49
$431K 0.37%
10,700
-12,250
50
$393K 0.34%
11,308
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