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
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.08M
3
+$992K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$901K
5
EOCT icon
Innovator Emerging Markets Power Buffer ETF October
EOCT
+$590K

Top Sells

1
+$5.03M
2
+$2.08M
3
+$1.72M
4
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$1.32M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$897K

Sector Composition

1 Communication Services 2.11%
2 Financials 1.46%
3 Healthcare 1.17%
4 Technology 0.96%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.31%
10,850
-2,700
52
$322K 0.31%
14,244
-14,238
53
$296K 0.29%
+2,808
54
$292K 0.28%
4,447
55
$269K 0.26%
10,025
56
$251K 0.24%
1,177
+59
57
$237K 0.23%
6,969
58
$230K 0.22%
3,202
59
$224K 0.22%
2,713
-37
60
$223K 0.21%
7,844
61
$218K 0.21%
9,384
62
$212K 0.2%
8,398
63
$207K 0.2%
4,368
64
– –
-26,035
65
– –
-1,860
1 2
3