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
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$1.29M
3
+$581K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$474K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$399K

Top Sells

1
+$13.4M
2
+$919K
3
+$818K
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$562K
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$543K

Sector Composition

1 Communication Services 2.36%
2 Financials 1.45%
3 Technology 1.18%
4 Healthcare 1.15%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$303K 0.3%
2,808
52
$301K 0.3%
10,287
+2,443
53
$294K 0.29%
1,177
54
$293K 0.29%
7,179
+824
55
$271K 0.27%
6,969
56
$246K 0.25%
+2,245
57
$242K 0.24%
+4,845
58
$236K 0.24%
3,202
59
$236K 0.24%
2,258
-1,252
60
$229K 0.23%
9,384
61
$226K 0.23%
2,722
+9
62
$224K 0.22%
9,880
-4,364
63
$218K 0.22%
8,398
64
$214K 0.21%
4,368
65
– –
-505,209
66
– –
-10,043
67
– –
-18,152
68
– –
-27,549
69
– –
-10,025
1 2
3