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
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$1.29M
3
+$581K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$474K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$399K

Top Sells

1
+$13.4M
2
+$919K
3
+$818K
4
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$562K
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$543K

Sector Composition

1 Communication Services 2.36%
2 Financials 1.45%
3 Technology 1.18%
4 Healthcare 1.15%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 18.12%
1,127,832
-8,370
2
$10.2M 10.13%
380,954
+208,993
3
$9.64M 9.61%
426,336
-5,190
4
$8.5M 8.47%
68,552
-1,844
5
$5.67M 5.65%
125,444
+2,125
6
$3.63M 3.62%
114,747
7
$3.08M 3.07%
96,761
8
$2.56M 2.55%
83,481
9
$2.07M 2.07%
65,972
10
$1.88M 1.87%
76,950
-1,420
11
$1.58M 1.57%
40,271
12
$1.57M 1.56%
49,620
13
$1.51M 1.51%
51,345
-5,751
14
$1.46M 1.46%
14,097
+517
15
$1.39M 1.39%
66,532
-230
16
$1.36M 1.35%
14,493
-257
17
$1.29M 1.29%
+49,085
18
$1.1M 1.1%
44,265
+2,209
19
$1.08M 1.08%
10,367
20
$950K 0.95%
32,304
+6,800
21
$944K 0.94%
51,570
+111
22
$934K 0.93%
37,692
23
$933K 0.93%
11,625
24
$909K 0.91%
8,740
-2,420
25
$898K 0.89%
38,459
1
2 3