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
$132M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$772K
3
+$580K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$456K
5
BND icon
Vanguard Total Bond Market
BND
+$326K

Top Sells

1
+$1.58M
2
+$1.27M
3
+$780K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$685K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$628K

Sector Composition

1 Communication Services 2.78%
2 Financials 1%
3 Technology 0.77%
4 Healthcare 0.74%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 14.26%
912,699
-76,356
2
$10.1M 7.6%
372,520
-8,744
3
$9.42M 7.11%
57,329
-4,165
4
$9.17M 6.93%
337,989
-28,728
5
$7.95M 6%
109,422
+4,483
6
$6.83M 5.15%
136,046
+1,388
7
$5.53M 4.18%
10,522
+1,468
8
$3.78M 2.85%
100,723
-100
9
$3.4M 2.57%
95,577
-392
10
$3.28M 2.47%
53,929
+7,509
11
$3.23M 2.44%
120,291
+21,579
12
$3.05M 2.3%
83,481
13
$2.35M 1.77%
64,116
-771
14
$2.05M 1.55%
63,202
+1,850
15
$1.97M 1.49%
13,075
-140
16
$1.92M 1.45%
40,271
17
$1.88M 1.42%
49,620
18
$1.83M 1.38%
16,524
-2,588
19
$1.75M 1.32%
53,854
-5,205
20
$1.58M 1.2%
+61,805
21
$1.52M 1.15%
63,144
-3,420
22
$1.39M 1.05%
51,543
+649
23
$1.32M 1%
9,622
-165
24
$1.3M 0.98%
8,540
-140
25
$1.27M 0.96%
12,231
-379
1
2 3