PWA
Pillar Wealth Advisors Portfolio holdings
AUM
$3.35M
This Quarter Return
+5.95%
1 Year Return
+22.3%
3 Year Return
+21.88%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.07%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$21.8M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$11.7M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$10.4M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.18M |
| 5 |
Innovator Defined Wealth Shield ETF
BALT
|
$5.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 3.79% |
| 2 | Technology | 2.58% |
| 3 | Financials | 1.91% |
| 4 | Healthcare | 1.36% |
| 5 | Consumer Discretionary | 0.26% |
