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
$100M
AUM Growth
+$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$920K
3
+$446K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$418K
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$415K

Top Sells

1
+$99.5K
2
+$63K
3
+$59.1K
4
ICE icon
Intercontinental Exchange
ICE
+$56.5K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$36.4K

Sector Composition

1 Communication Services 2.44%
2 Financials 1.4%
3 Technology 1.17%
4 Healthcare 0.91%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.23%
3,202
52
$220K 0.22%
2,750
-455
53
$210K 0.21%
+1,860
54
$209K 0.21%
7,844
55
$208K 0.21%
4,368
56
$203K 0.2%
9,384
57
$203K 0.2%
8,398
1 2
3