PAG

Powers Advisory Group Portfolio holdings

AUM $251M
1-Year Est. Return 8.59%
This Quarter Est. Return
1 Year Est. Return
+8.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.22M
3
+$1.11M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.04M
5
BND icon
Vanguard Total Bond Market
BND
+$738K

Top Sells

1
+$123K
2
+$89.1K
3
+$60.5K
4
LLY icon
Eli Lilly
LLY
+$51.2K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$38.5K

Sector Composition

1 Consumer Staples 7.03%
2 Technology 5.16%
3 Healthcare 2.77%
4 Industrials 2.68%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.11%
1,365
+325
102
$236K 0.11%
998
+3
103
$225K 0.11%
+4,433
104
$224K 0.11%
1,339
+244
105
$223K 0.11%
+3,149
106
$215K 0.1%
1,261
+9
107
$210K 0.1%
1,168
+2
1 2 3 4
5