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
$132M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$772K
3
+$580K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$456K
5
BND icon
Vanguard Total Bond Market
BND
+$326K

Top Sells

1
+$1.58M
2
+$1.27M
3
+$780K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$685K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$628K

Sector Composition

1 Communication Services 2.78%
2 Financials 1%
3 Technology 0.77%
4 Healthcare 0.74%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.94%
50,682
-4,934
27
$1.21M 0.91%
43,093
28
$1.17M 0.88%
52,020
+102
29
$1.17M 0.88%
38,910
30
$1.09M 0.82%
32,304
31
$1.07M 0.81%
30,200
-35,842
32
$1M 0.76%
35,036
+2,317
33
$954K 0.72%
30,621
34
$809K 0.61%
3,112
+11
35
$794K 0.6%
4,633
36
$760K 0.57%
31,925
-15,432
37
$759K 0.57%
10,368
38
$749K 0.57%
12,995
39
$682K 0.51%
23,556
-2,781
40
$643K 0.49%
22,246
41
$606K 0.46%
15,760
42
$597K 0.45%
19,069
43
$594K 0.45%
13,044
-2,576
44
$590K 0.45%
5,479
45
$569K 0.43%
9,790
-9,417
46
$554K 0.42%
21,535
47
$510K 0.39%
18,085
48
$476K 0.36%
12,168
+860
49
$469K 0.35%
20,868
+13
50
$428K 0.32%
12,529
+2,242
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