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
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.08M
3
+$992K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$901K
5
EOCT icon
Innovator Emerging Markets Power Buffer ETF October
EOCT
+$590K

Top Sells

1
+$5.03M
2
+$2.08M
3
+$1.72M
4
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$1.32M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$897K

Sector Composition

1 Communication Services 2.11%
2 Financials 1.46%
3 Healthcare 1.17%
4 Technology 0.96%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 16.48%
1,136,202
-273
2
$13.4M 12.95%
505,209
-189,303
3
$9.44M 9.1%
431,526
-1,947
4
$8.02M 7.73%
70,396
-1,421
5
$5.18M 4.99%
123,319
+84
6
$4.5M 4.34%
+171,961
7
$3.45M 3.33%
114,747
+35,796
8
$2.92M 2.82%
96,761
+5,283
9
$2.44M 2.35%
83,481
10
$1.97M 1.9%
65,972
+4,865
11
$1.89M 1.82%
78,370
-71,512
12
$1.62M 1.56%
57,096
13
$1.5M 1.44%
49,620
14
$1.41M 1.36%
40,271
15
$1.35M 1.3%
66,762
-3,622
16
$1.24M 1.19%
14,750
+1,993
17
$1.2M 1.16%
13,580
-800
18
$1.06M 1.03%
10,367
19
$992K 0.96%
+42,056
20
$990K 0.95%
11,160
21
$919K 0.89%
10,043
22
$917K 0.88%
51,459
+123
23
$913K 0.88%
37,692
24
$901K 0.87%
+11,625
25
$890K 0.86%
10,368
1
2 3