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
$120M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$1.5M
3
+$1.5M
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$1.37M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$984K

Top Sells

1
+$872K
2
+$571K
3
+$377K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$347K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$247K

Sector Composition

1 Communication Services 2.24%
2 Technology 1.16%
3 Financials 0.97%
4 Healthcare 0.86%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 15.97%
1,095,147
-32,685
2
$9.75M 8.14%
411,699
-14,637
3
$9.21M 7.7%
348,033
-32,921
4
$9M 7.52%
66,720
-1,832
5
$6.72M 5.61%
92,430
+89,228
6
$6.11M 5.1%
132,260
+6,816
7
$3.84M 3.21%
114,747
8
$3.28M 2.74%
96,761
9
$2.73M 2.28%
83,481
10
$2.17M 1.81%
65,197
-775
11
$1.93M 1.61%
4,329
+3,358
12
$1.8M 1.5%
74,716
-2,234
13
$1.76M 1.47%
59,059
+45,855
14
$1.7M 1.42%
49,620
15
$1.68M 1.4%
40,271
16
$1.63M 1.36%
13,580
-517
17
$1.6M 1.34%
51,345
18
$1.5M 1.25%
+29,959
19
$1.41M 1.18%
64,488
-2,044
20
$1.38M 1.15%
56,943
+33,108
21
$1.37M 1.15%
50,732
+6,467
22
$1.34M 1.12%
14,095
-398
23
$1.32M 1.1%
13,232
+6,092
24
$1.29M 1.08%
49,701
+616
25
$1.16M 0.97%
10,227
-140
1
2 3