PWA

Primoris Wealth Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 26.79%
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.9M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.99M
3
+$2.68M
4
PFE icon
Pfizer
PFE
+$2.25M
5
WMT icon
Walmart
WMT
+$2.22M

Top Sells

1
+$5.2M
2
+$2.2M
3
+$1.51M
4
NVDA icon
NVIDIA
NVDA
+$1.2M
5
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$1.15M

Sector Composition

1 Technology 20.37%
2 Consumer Staples 14.16%
3 Industrials 10.73%
4 Healthcare 9.95%
5 Materials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$651K 1%
15,911
-6,121
27
$637K 0.98%
3,755
-1,375
28
$623K 0.96%
2,418
+5
29
$609K 0.94%
2,933
+80
30
$585K 0.9%
20,663
-720
31
$528K 0.81%
1,359
-737
32
$519K 0.8%
6,967
+532
33
$509K 0.78%
1,613
34
$476K 0.73%
32,472
-1,168
35
$475K 0.73%
5,677
+306
36
$474K 0.73%
2,212
37
$473K 0.73%
7,304
-4,082
38
$456K 0.7%
2,908
39
$418K 0.64%
1,191
+71
40
$371K 0.57%
4,205
+185
41
$359K 0.55%
4,312
-115
42
$350K 0.54%
8,033
-199
43
$340K 0.52%
2,244
44
$318K 0.49%
4,000
45
$306K 0.47%
3,641
+395
46
$294K 0.45%
5,500
47
$293K 0.45%
53,830
-1,425
48
$290K 0.45%
171,700
-19,500
49
$267K 0.41%
4,201
50
$252K 0.39%
10,575
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