PWA
Primoris Wealth Advisors Portfolio holdings
AUM
$147M
This Quarter Return
+8.4%
1 Year Return
+26.79%
3 Year Return
+84.76%
5 Year Return
–
10 Year Return
–
AUM
$64.9M
AUM Growth
+$64.9M
(+16%)
Cap. Flow
+$5.59M
Cap. Flow
% of AUM
8.61%
Top 10 Holdings %
Top 10 Hldgs %
53.36%
Holding
68
New
8
Increased
13
Reduced
28
Closed
6
Top Buys
| 1 |
Hershey
HSY
|
$4.96M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$3.99M |
| 3 |
Global X Uranium ETF
URA
|
$2.68M |
| 4 |
Pfizer
PFE
|
$2.25M |
| 5 |
Walmart
WMT
|
$2.22M |
Top Sells
| 1 |
ProShares UltraPro Short QQQ
SQQQ
|
$5.2M |
| 2 |
Direxion Daily Small Cap Bear 3x Shares
TZA
|
$2.2M |
| 3 |
SolarEdge
SEDG
|
$1.51M |
| 4 |
NVIDIA
NVDA
|
$1.2M |
| 5 |
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% |
