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
$120M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$1.5M
3
+$1.5M
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$1.37M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$984K

Top Sells

1
+$872K
2
+$571K
3
+$377K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$347K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$247K

Sector Composition

1 Communication Services 2.24%
2 Technology 1.16%
3 Financials 0.97%
4 Healthcare 0.86%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.31%
+14,975
52
$370K 0.31%
2,470
53
$363K 0.3%
10,745
54
$344K 0.29%
10,850
55
$333K 0.28%
1,177
56
$322K 0.27%
4,447
57
$317K 0.26%
10,287
58
$280K 0.23%
2,620
-188
59
$269K 0.22%
5,186
60
$235K 0.2%
2,258
61
$231K 0.19%
9,384
62
$227K 0.19%
8,398
63
$226K 0.19%
6,155
-1,024
64
$226K 0.19%
2,103
-142
65
$220K 0.18%
+450
66
$214K 0.18%
4,368
67
$204K 0.17%
9,924
+44
68
$203K 0.17%
2,428
-294
69
$203K 0.17%
+5,062
70
– –
-10,027
1 2
3