PWA
Primoris Wealth Advisors Portfolio holdings
AUM
$147M
This Quarter Return
-0.89%
1 Year Return
+26.79%
3 Year Return
+84.76%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(-14%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-9.73%
Top 10 Holdings %
Top 10 Hldgs %
45.65%
Holding
94
New
8
Increased
22
Reduced
24
Closed
17
Top Buys
| 1 |
iShares Silver Trust
SLV
|
$4.92M |
| 2 |
Lockheed Martin
LMT
|
$4.37M |
| 3 |
Meta Platforms (Facebook)
META
|
$4.13M |
| 4 |
Advanced Micro Devices
AMD
|
$3.8M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$3.26M |
Top Sells
| 1 |
Dell
DELL
|
$5.01M |
| 2 |
PPG Industries
PPG
|
$4.19M |
| 3 |
TJX Companies
TJX
|
$4.09M |
| 4 |
Union Pacific
UNP
|
$3.8M |
| 5 |
Intercontinental Exchange
ICE
|
$3.03M |
Sector Composition
| 1 | Technology | 28.64% |
| 2 | Industrials | 12.19% |
| 3 | Communication Services | 9.43% |
| 4 | Materials | 6.67% |
| 5 | Energy | 6.23% |
