PWA
Pillar Wealth Advisors Portfolio holdings
AUM
$3.35M
This Quarter Return
+4.53%
1 Year Return
+22.3%
3 Year Return
+21.88%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+19%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
12.1%
Top 10 Holdings %
Top 10 Hldgs %
60.08%
Holding
70
New
6
Increased
19
Reduced
16
Closed
1
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$6.49M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.5M |
| 4 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$1.37M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$984K |
Top Sells
| 1 |
Capital Group Municipal Income ETF
CGMU
|
$872K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$571K |
| 3 |
WSFS Financial
WSFS
|
$377K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$347K |
| 5 |
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% |
