PWA
Primoris Wealth Advisors Portfolio holdings
AUM
$147M
This Quarter Return
-15.65%
1 Year Return
+26.79%
3 Year Return
+84.76%
5 Year Return
–
10 Year Return
–
AUM
$69.6M
AUM Growth
+$69.6M
(-35%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-24.41%
Top 10 Holdings %
Top 10 Hldgs %
43.2%
Holding
90
New
13
Increased
25
Reduced
27
Closed
13
Top Buys
| 1 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$2.99M |
| 2 |
Teucrium Wheat Fund
WEAT
|
$1.78M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$837K |
| 4 |
PGRE
Paramount Group
PGRE
|
$779K |
| 5 |
SPDR Gold Trust
GLD
|
$749K |
Top Sells
| 1 |
Boeing
BA
|
$3.06M |
| 2 |
iShares Silver Trust
SLV
|
$3M |
| 3 |
Trade Desk
TTD
|
$2.34M |
| 4 |
Devon Energy
DVN
|
$2.33M |
| 5 |
Advanced Micro Devices
AMD
|
$2.17M |
Sector Composition
| 1 | Technology | 26.63% |
| 2 | Industrials | 10.31% |
| 3 | Communication Services | 6.5% |
| 4 | Healthcare | 5.11% |
| 5 | Financials | 3.6% |
