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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$11.7M
3
+$10.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.18M
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$5.8M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 3.79%
2 Technology 2.58%
3 Financials 1.91%
4 Healthcare 1.36%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.23%
+4,368
52
$229K 0.22%
+7,844
53
$213K 0.2%
+5,689
54
$212K 0.2%
+1,159
55
$207K 0.2%
+7,053
56
$207K 0.2%
+7,537
57
$206K 0.2%
+2,870
58
$203K 0.19%
+6,290
1 2
3