Pillar Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Municipal Income ETF
CGMU
|
+$5.56M |
| 2 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$1.29M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$596K |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$471K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$389K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator Defined Wealth Shield ETF
BALT
|
+$13.4M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$919K |
| 3 |
Innovator US Equity Ultra Buffer ETF January
UJAN
|
+$818K |
| 4 |
Innovator US Equity Power Buffer ETF January
PJAN
|
+$551K |
| 5 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$543K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 2.36% |
| 2 | Financials | 1.45% |
| 3 | Technology | 1.18% |
| 4 | Healthcare | 1.15% |
| 5 | Energy | 0.25% |
Similar funds
Pillar Wealth Advisors's Q1 2023 Portfolio in Review
As of Q1 2023, Pillar Wealth Advisors held 69 positions worth $100M, down 3.2% from $104M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Pillar Wealth Advisors withdrew a net $8.26M in Q1 2023, closing 5 positions and reducing 12 holdings. Its most notable exit was Innovator Defined Wealth Shield ETF, an estimated $13.4M position sold in full.
By sector, the portfolio is most concentrated in Communication Services at 2.4% of assets, up from 2.1% a quarter earlier, followed by Financials and Technology.
Against the trend, Pillar Wealth Advisors opened a new position in Capital Group US Multi-Sector Income ETF worth $1.29M.
- Pillar Wealth Advisors's largest Q1 2023 buy was Capital Group US Multi-Sector Income ETF: 49,085 shares worth $1.29M.
- Pillar Wealth Advisors added most to Capital Group Municipal Income ETF in Q1 2023, an estimated $5.56M increase.
- Pillar Wealth Advisors's biggest Q1 2023 reduction was Innovator US Equity Power Buffer ETF January, cutting an estimated $551K.
- Pillar Wealth Advisors fully exited Innovator Defined Wealth Shield ETF in Q1 2023, selling an estimated $13.4M.
- Pillar Wealth Advisors's ten largest holdings make up 65% of its $100M portfolio in Q1 2023.
- Pillar Wealth Advisors opened 6 new positions and closed 5 in Q1 2023.
- Pillar Wealth Advisors's portfolio value fell 3.2% quarter-over-quarter to $100M.
Based on Pillar Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.