PWA
Primoris Wealth Advisors Portfolio holdings
AUM
$147M
1-Year Return
26.79%
This Quarter Return
+15.07%
1 Year Return
+26.79%
3 Year Return
+84.76%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$17.4M
(+13%)
Cap. Flow
+$93.4K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
35.91%
Holding
109
New
14
Increased
27
Reduced
44
Closed
9
Top Buys
| 1 |
VanEck Agribusiness ETF
MOO
|
$3.91M |
| 2 |
SPDR Gold Trust
GLD
|
$3.71M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$2.31M |
| 4 |
iShares Silver Trust
SLV
|
$1.93M |
| 5 |
iShares MSCI India ETF
INDA
|
$1.76M |
Top Sells
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$5.99M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$4.12M |
| 3 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
$2.77M |
| 4 |
iShares MSCI Germany ETF
EWG
|
$1.82M |
| 5 |
Snowflake
SNOW
|
$1.77M |
Sector Composition
| 1 | Technology | 20.46% |
| 2 | Communication Services | 6.41% |
| 3 | Consumer Discretionary | 4.57% |
| 4 | Consumer Staples | 3.95% |
| 5 | Utilities | 2.92% |
