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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.2M
3
+$5.01M
4
BA icon
Boeing
BA
+$4.92M
5
CF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.18%
+20,550
77
$217K 0.17%
+4,228
78
$211K 0.17%
+13,645
79
$211K 0.17%
+7,236
80
$210K 0.17%
+2,250
81
$205K 0.17%
+5,215
82
$183K 0.15%
+11,000
83
$175K 0.14%
+21,100
84
$173K 0.14%
+11,000
85
$171K 0.14%
+11,514
86
$116K 0.09%
+16,250
1 2 3
4