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
$91.2M
AUM Growth
+$9.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.37M
2 +$5.2M
3 +$4.08M
4
INDA icon
iShares MSCI India ETF
INDA
+$3.85M
5
AWK icon
American Water Works
AWK
+$3.13M

Top Sells

1 +$5.28M
2 +$5.14M
3 +$3.32M
4
NEM icon
Newmont
NEM
+$2.04M
5
DE icon
Deere & Co
DE
+$1.47M

Sector Composition

1 Technology 14.73%
2 Consumer Discretionary 11.3%
3 Industrials 9.59%
4 Utilities 4.05%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,050
77
-61,720