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
$116M
AUM Growth
-$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$593K
3
+$508K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$474K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$355K

Top Sells

1
+$984K
2
+$983K
3
+$609K
4
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$494K
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$471K

Sector Composition

1 Communication Services 2.53%
2 Technology 1.14%
3 Financials 0.97%
4 Healthcare 0.85%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$362K 0.31%
14,975
52
$360K 0.31%
10,745
53
$340K 0.29%
10,850
54
$321K 0.28%
1,177
55
$313K 0.27%
10,287
56
$306K 0.27%
4,447
57
$297K 0.26%
5,186
58
$272K 0.24%
1,922
-548
59
$269K 0.23%
2,620
60
$247K 0.21%
2,103
61
$229K 0.2%
450
62
$226K 0.2%
9,384
63
$212K 0.18%
2,065
-193
64
$209K 0.18%
4,368
65
$206K 0.18%
8,010
-388
66
$205K 0.18%
5,062
67
$204K 0.18%
6,155
68
– –
-13,015
69
– –
-9,924
70
– –
-2,428
1 2
3