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
$130M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$961K
3
+$889K
4
BND icon
Vanguard Total Bond Market
BND
+$747K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$708K

Top Sells

1
+$1.32M
2
+$771K
3
+$508K
4
DAVA icon
Endava
DAVA
+$297K
5
PFE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 14.32%
989,055
-69,999
2
$10.3M 7.95%
381,264
+13,476
3
$9.21M 7.09%
366,717
-30,693
4
$9.05M 6.97%
61,494
-3,452
5
$7.72M 5.95%
104,939
+10,161
6
$6.45M 4.97%
134,658
+2,268
7
$4.32M 3.33%
9,054
+3,343
8
$3.64M 2.81%
100,823
-41
9
$3.31M 2.55%
95,969
-792
10
$2.9M 2.24%
83,481
11
$2.57M 1.98%
46,420
+17,335
12
$2.51M 1.93%
98,712
+27,918
13
$2.28M 1.75%
64,887
14
$2.2M 1.7%
66,042
-570
15
$2.07M 1.59%
19,112
+3,731
16
$1.86M 1.43%
59,059
17
$1.85M 1.42%
13,215
-365
18
$1.84M 1.42%
40,271
19
$1.83M 1.41%
61,352
+6,078
20
$1.8M 1.38%
49,620
21
$1.61M 1.24%
66,564
-5,458
22
$1.37M 1.06%
50,894
+609
23
$1.31M 1.01%
55,616
-7,034
24
$1.26M 0.97%
9,787
-440
25
$1.22M 0.94%
8,680
1
2 3