PWA
Pillar Wealth Advisors Portfolio holdings
AUM
$3.35M
This Quarter Return
-3.66%
1 Year Return
+22.3%
3 Year Return
+21.88%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(+2.1%)
Cap. Flow
+$8.36M
Cap. Flow
% of AUM
8.33%
Top 10 Holdings %
Top 10 Hldgs %
67.59%
Holding
57
New
2
Increased
19
Reduced
5
Closed
–
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total Bond Market
BND
$133B
| $228K | 0.23% |
3,202
| – | – |
|
52
Vanguard Real Estate ETF
VNQ
$34.1B
| $220K | 0.22% |
2,750
-455
| -14% | -$36.4K |
|
53
Amazon
AMZN
$2.4T
| $210K | 0.21% |
+1,860
| New | +$210K |
|
54
Innovator US Equity Power Buffer ETF February
PFEB
$837M
| $209K | 0.21% |
7,844
| – | – |
|
55
Vanguard Total International Bond ETF
BNDX
$67.9B
| $208K | 0.21% |
4,368
| – | – |
|
56
Innovator Emerging Markets Power Buffer ETF April
EAPR
$79.3M
| $203K | 0.2% |
9,384
| – | – |
|
57
Innovator US Small Cap Power Buffer ETF October
KOCT
$106M
| $203K | 0.2% |
8,398
| – | – |
|