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
$107M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.37M
3
+$4.13M
4
AMD icon
Advanced Micro Devices
AMD
+$3.8M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.25M

Top Sells

1
+$5.01M
2
+$4.19M
3
+$4.09M
4
UNP icon
Union Pacific
UNP
+$3.8M
5
ICE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$112K 0.1%
16,250
77
$107K 0.1%
+3,333
78
– –
-87,840
79
– –
-45,814
80
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-14,985
81
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-6,215
82
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-2,820
83
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-1,375
84
– –
-18,203
85
– –
-1,802
86
– –
-1,385
87
– –
-28,965
88
– –
-89,308
89
– –
-12,550
90
– –
-9,457
91
– –
-22,170
92
– –
-4,493
93
– –
-5,215
94
– –
-24,264
1 2 3
4