PWA
Pillar Wealth Advisors Portfolio holdings
AUM
$3.35M
1-Year Est. Return
22.3%
1 Year Est. Return
+22.3%
AUM
$3.35M
AUM Growth
-$80M
(-96%)
Holding
58
Top Buys
No buys this quarter
Top Sells
| 1 | +$11M | |
| 2 | +$5.74M | |
| 3 | +$5.08M | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$5.06M |
| 5 |
Vanguard Total Bond Market
BND
|
+$4.63M |
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Communication Services | 0% |
| 3 | Energy | 0% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Innovator US Small Cap Power Buffer ETF April
KAPR
$161M
| – | – |
-17,383
|
|
||
52
Adobe
ADBE
$124B
| – | – |
-450
|
|
||
53
Capital Group Dividend Value ETF
CGDV
$27.4B
| – | – |
-30,733
|
|
||
54
Capital Group International Equity ETF
CGIE
$1.62B
| – | – |
-14,000
|
|
||
55
Capital Group US Multi-Sector Income ETF
CGMS
$4B
| – | – |
-41,980
|
|
||
56
Intercontinental Exchange
ICE
$99.2B
| – | – |
-4,811
|
|
||
57
Schwab U.S Small- Cap ETF
SCHA
$20.7B
| – | – |
-46,912
|
|
||
58
Schwab Short-Term US Treasury ETF
SCHO
$11.9B
| – | – |
-41,924
|
|