PWA
Pillar Wealth Advisors Portfolio holdings
AUM
$3.35M
This Quarter Return
+5.5%
1 Year Return
+22.3%
3 Year Return
+21.88%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+2%)
Cap. Flow
-$2.04M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
59.12%
Holding
74
New
4
Increased
17
Reduced
24
Closed
3
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.71M |
| 2 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
$1.58M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$772K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$580K |
| 5 |
Vanguard Total Bond Market
BND
|
$326K |
Top Sells
Sector Composition
| 1 | Communication Services | 2.78% |
| 2 | Financials | 1% |
| 3 | Technology | 0.77% |
| 4 | Healthcare | 0.74% |
| 5 | Energy | 0.18% |
