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
$130M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$961K
3
+$889K
4
BND icon
Vanguard Total Bond Market
BND
+$747K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$708K

Top Sells

1
+$1.32M
2
+$771K
3
+$508K
4
DAVA icon
Endava
DAVA
+$297K
5
PFE icon
Pfizer
PFE
+$204K

Sector Composition

1 Communication Services 2.68%
2 Financials 0.97%
3 Technology 0.89%
4 Healthcare 0.65%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.36%
20,855
+13
52
$455K 0.35%
10,700
53
$421K 0.32%
11,308
54
$412K 0.32%
+9,403
55
$396K 0.3%
3,753
+1,688
56
$385K 0.3%
14,975
57
$383K 0.29%
10,745
58
$366K 0.28%
+6,319
59
$366K 0.28%
1,177
60
$362K 0.28%
10,850
61
$336K 0.26%
10,287
62
$335K 0.26%
4,447
63
$303K 0.23%
1,922
64
$268K 0.21%
450
65
$234K 0.18%
4,731
+363
66
$220K 0.17%
8,010
67
$211K 0.16%
5,062
68
$208K 0.16%
2,083
-20
69
$208K 0.16%
+2,351
70
$203K 0.16%
8,053
-1,331
71
– –
-5,186
72
– –
-6,155
1 2
3