PWA
Primoris Wealth Advisors Portfolio holdings
AUM
$147M
This Quarter Return
+13.6%
1 Year Return
+26.79%
3 Year Return
+84.76%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.59%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
TJX Companies
TJX
|
$5.44M |
| 2 |
NVIDIA
NVDA
|
$5.2M |
| 3 |
Dell
DELL
|
$5.01M |
| 4 |
Boeing
BA
|
$4.92M |
| 5 |
CF Industries
CF
|
$4.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.3% |
| 2 | Materials | 14.65% |
| 3 | Industrials | 12.44% |
| 4 | Consumer Discretionary | 9.88% |
| 5 | Communication Services | 7.55% |
