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
$56.1M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.3M
3
+$2.2M
4
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$1.15M
5
EPV icon
ProShares UltraShort FTSE Europe
EPV
+$414K

Top Sells

1
+$2.99M
2
+$2.47M
3
+$2.37M
4
WEAT icon
Teucrium Wheat Fund
WEAT
+$1.78M
5
AMD icon
Advanced Micro Devices
AMD
+$1.34M

Sector Composition

1 Technology 21.13%
2 Industrials 10.38%
3 Healthcare 5.68%
4 Consumer Discretionary 3.49%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,230
77
– –
-905
78
– –
-5,695
79
– –
-196,850
80
– –
-1,681
81
– –
-7,250
82
– –
-2,755
1 2 3
4