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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$11.7M
3
+$10.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.18M
5
BALT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 20.77%
+1,150,800
2
$11.7M 11.1%
+435,354
3
$10.4M 9.92%
+71,659
4
$6.18M 5.88%
+121,119
5
$5.8M 5.52%
+223,733
6
$2.84M 2.7%
+91,478
7
$2.52M 2.4%
+23,500
8
$2.4M 2.29%
+75,607
9
$2.36M 2.25%
+86,213
10
$2.35M 2.24%
+21,336
11
$2.12M 2.01%
+14,600
12
$2.08M 1.98%
+68,547
13
$2.02M 1.92%
+68,317
14
$1.93M 1.84%
+63,368
15
$1.81M 1.72%
+70,548
16
$1.72M 1.63%
+67,522
17
$1.63M 1.55%
+11,240
18
$1.61M 1.53%
+39,831
19
$1.61M 1.53%
+49,616
20
$1.51M 1.43%
+45,319
21
$1.51M 1.43%
+11,018
22
$1.31M 1.24%
+7,786
23
$1.27M 1.2%
+41,593
24
$1.11M 1.05%
+26,035
25
$945K 0.9%
+5,322
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