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
$132M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$772K
3
+$580K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$456K
5
BND icon
Vanguard Total Bond Market
BND
+$326K

Top Sells

1
+$1.58M
2
+$1.27M
3
+$780K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$685K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$628K

Sector Composition

1 Communication Services 2.78%
2 Financials 1%
3 Technology 0.77%
4 Healthcare 0.74%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.31%
9,403
52
$405K 0.31%
1,177
53
$403K 0.3%
6,683
+364
54
$396K 0.3%
10,745
55
$393K 0.3%
3,753
56
$375K 0.28%
10,850
57
$331K 0.25%
4,147
-300
58
$326K 0.25%
1,922
59
$317K 0.24%
3,937
-7,802
60
$306K 0.23%
3,952
-2,271
61
$297K 0.22%
10,935
-4,040
62
$259K 0.2%
5,938
+876
63
$254K 0.19%
+2,593
64
$242K 0.18%
2,083
65
$237K 0.18%
4,808
+77
66
$228K 0.17%
8,010
67
$227K 0.17%
450
68
$221K 0.17%
+3,260
69
$205K 0.15%
2,366
+15
70
$203K 0.15%
+1,159
71
$202K 0.15%
8,053
72
– –
-10,700
73
– –
-26,517
74
– –
-11,800
1 2
3