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
$130M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$961K
3
+$889K
4
BND icon
Vanguard Total Bond Market
BND
+$747K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$708K

Top Sells

1
+$1.32M
2
+$771K
3
+$508K
4
DAVA icon
Endava
DAVA
+$297K
5
PFE icon
Pfizer
PFE
+$204K

Sector Composition

1 Communication Services 2.68%
2 Financials 0.97%
3 Technology 0.89%
4 Healthcare 0.65%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.94%
12,610
-1,282
27
$1.17M 0.9%
43,093
+5,871
28
$1.12M 0.86%
47,357
-1,799
29
$1.07M 0.83%
51,918
+123
30
$1.06M 0.82%
38,910
31
$1.06M 0.81%
32,304
32
$999K 0.77%
19,207
33
$954K 0.74%
11,739
34
$893K 0.69%
30,621
-5,460
35
$892K 0.69%
4,633
36
$889K 0.68%
+32,719
37
$840K 0.65%
10,368
38
$755K 0.58%
26,337
-2,266
39
$736K 0.57%
3,101
+28
40
$716K 0.55%
12,995
41
$695K 0.54%
15,620
42
$627K 0.48%
26,517
43
$622K 0.48%
22,246
44
$594K 0.46%
5,479
+2,859
45
$593K 0.46%
11,800
+1,423
46
$580K 0.45%
19,069
47
$556K 0.43%
+21,535
48
$555K 0.43%
15,760
49
$490K 0.38%
18,085
50
$481K 0.37%
6,223
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