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
$100M
AUM Growth
+$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$920K
3
+$446K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$418K
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$415K

Top Sells

1
+$99.5K
2
+$63K
3
+$59.1K
4
ICE icon
Intercontinental Exchange
ICE
+$56.5K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$36.4K

Sector Composition

1 Communication Services 2.44%
2 Financials 1.4%
3 Technology 1.17%
4 Healthcare 0.91%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 17.85%
694,512
+116,108
2
$16M 15.99%
1,136,475
+6,204
3
$8.75M 8.72%
433,473
+2,976
4
$7.46M 7.44%
71,817
+706
5
$4.48M 4.47%
123,235
+1,395
6
$3.62M 3.6%
149,882
+6,270
7
$2.56M 2.56%
91,478
8
$2.41M 2.4%
23,500
9
$2.32M 2.31%
83,481
+14,934
10
$2.26M 2.25%
78,951
+15,583
11
$1.74M 1.73%
61,107
12
$1.66M 1.66%
72,247
13
$1.54M 1.53%
57,096
+15,503
14
$1.54M 1.53%
61,673
15
$1.42M 1.42%
49,620
+9,796
16
$1.4M 1.39%
40,271
17
$1.38M 1.37%
14,380
18
$1.33M 1.33%
70,384
+1,212
19
$1.09M 1.08%
36,950
20
$1.07M 1.07%
11,160
21
$937K 0.93%
10,367
-625
22
$926K 0.92%
12,757
-1,371
23
$920K 0.92%
+10,043
24
$897K 0.89%
26,035
25
$870K 0.87%
37,692
+830
1
2 3