PWA

Primoris Wealth Advisors Portfolio holdings

AUM $167M
1-Year Est. Return 39.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.64%
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
+$5.31M
2
+$5.26M
3
+$4.05M
4
INDA icon
iShares MSCI India ETF
INDA
+$3.65M
5
AWK icon
American Water Works
AWK
+$3.22M

Top Sells

1
+$5.4M
2
+$5.28M
3
+$3.32M
4
NEM icon
Newmont
NEM
+$2.04M
5
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.43M

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
1 2 3
4