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
$98.3M
AUM Growth
-$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.11M
3
+$850K
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$801K
5
KJUL icon
Innovator US Small Cap Power Buffer ETF July
KJUL
+$557K

Top Sells

1
+$560K
2
+$543K
3
+$417K
4
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$345K
5
SLV icon
iShares Silver Trust
SLV
+$281K

Sector Composition

1 Communication Services 2.84%
2 Financials 1.46%
3 Technology 1.23%
4 Healthcare 0.99%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 17.12%
1,130,271
+498
2
$14.9M 15.2%
578,404
+134,583
3
$9M 9.16%
430,497
+2,241
4
$7.95M 8.08%
71,111
+397
5
$4.97M 5.06%
121,840
+2,180
6
$3.53M 3.59%
143,612
+85,850
7
$2.59M 2.64%
91,478
8
$2.46M 2.5%
23,500
9
$1.93M 1.96%
68,547
10
$1.79M 1.82%
72,247
-13,966
11
$1.78M 1.81%
63,368
12
$1.76M 1.79%
61,107
-14,500
13
$1.67M 1.7%
61,673
-6,644
14
$1.57M 1.59%
14,380
15
$1.42M 1.44%
40,271
16
$1.35M 1.37%
69,172
+448
17
$1.22M 1.24%
11,160
18
$1.19M 1.21%
41,593
19
$1.17M 1.19%
39,824
+27,260
20
$1.14M 1.16%
14,128
-6,750
21
$1.11M 1.13%
36,950
-8,369
22
$1.03M 1.05%
10,992
23
$938K 0.95%
55,293
+30,348
24
$920K 0.94%
26,035
25
$861K 0.88%
36,862
+23,848
1
2 3