PWA
Pillar Wealth Advisors Portfolio holdings
AUM
$3.35M
This Quarter Return
+8.7%
1 Year Return
+22.3%
3 Year Return
+21.88%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+12%)
Cap. Flow
+$4.29M
Cap. Flow
% of AUM
3.3%
Top 10 Holdings %
Top 10 Hldgs %
58.17%
Holding
72
New
5
Increased
17
Reduced
16
Closed
2
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.6M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$961K |
| 3 |
Capital Group Dividend Growers ETF
CGDG
|
$889K |
| 4 |
Vanguard Total Bond Market
BND
|
$747K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$708K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.32M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$771K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$508K |
| 4 |
Endava
DAVA
|
$297K |
| 5 |
Pfizer
PFE
|
$204K |
Sector Composition
| 1 | Communication Services | 2.68% |
| 2 | Financials | 0.97% |
| 3 | Technology | 0.89% |
| 4 | Healthcare | 0.65% |
| 5 | Energy | 0.16% |
