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
$104M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$214K
3
+$49.8K
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$22.8K
5
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$17.4K

Top Sells

1
+$377K
2
+$346K
3
+$268K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$242K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$212K

Sector Composition

1 Communication Services 3.65%
2 Financials 1.85%
3 Technology 1.76%
4 Healthcare 0.91%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.21%
8,398
+861
52
$219K 0.21%
4,676
-212
53
$205K 0.2%
450
54
$202K 0.2%
6,290
55
$201K 0.19%
5,690
+1
56
– –
-7,053
57
– –
-2,870
58
– –
-1,159
1 2
3