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
$104M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$214K
3
+$49.8K
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$22.8K
5
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$17.4K

Top Sells

1
+$377K
2
+$346K
3
+$268K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$242K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$212K

Sector Composition

1 Communication Services 3.65%
2 Financials 1.85%
3 Technology 1.76%
4 Healthcare 0.91%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 19.57%
1,129,773
-21,027
2
$11.5M 11.08%
443,821
+220,088
3
$10.8M 10.45%
428,256
-7,098
4
$9.52M 9.19%
70,714
-945
5
$5.75M 5.55%
119,660
-1,459
6
$2.79M 2.69%
91,478
7
$2.46M 2.37%
23,500
8
$2.36M 2.28%
75,607
9
$2.27M 2.19%
86,213
10
$2.06M 1.99%
68,547
11
$2.01M 1.94%
20,878
-458
12
$2M 1.93%
14,380
-220
13
$1.94M 1.87%
68,317
14
$1.92M 1.85%
63,368
15
$1.63M 1.57%
68,724
-1,824
16
$1.59M 1.54%
40,271
+440
17
$1.56M 1.5%
11,160
-80
18
$1.55M 1.5%
49,616
19
$1.48M 1.42%
45,319
20
$1.45M 1.4%
10,992
-26
21
$1.43M 1.38%
57,762
-9,760
22
$1.26M 1.21%
41,593
23
$1.06M 1.02%
26,035
24
$929K 0.9%
5,322
25
$728K 0.7%
28,399
-1,496
1
2 3