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
$98.3M
AUM Growth
-$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.11M
3
+$850K
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$801K
5
KJUL icon
Innovator US Small Cap Power Buffer ETF July
KJUL
+$557K

Top Sells

1
+$560K
2
+$543K
3
+$417K
4
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$345K
5
SLV icon
iShares Silver Trust
SLV
+$281K

Sector Composition

1 Communication Services 2.84%
2 Financials 1.46%
3 Technology 1.23%
4 Healthcare 0.99%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$238K 0.24%
6,969
52
$218K 0.22%
+9,384
53
$216K 0.22%
4,368
54
$212K 0.22%
7,844
55
$203K 0.21%
8,398
56
– –
-450
57
– –
-1,640
58
– –
-4,676
59
– –
-5,690
60
– –
-5,443
61
– –
-12,260
1 2
3