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
$82.8M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.86M
3
+$3.31M
4
THC icon
Tenet Healthcare
THC
+$2.73M
5
MCD icon
McDonald's
MCD
+$1.3M

Top Sells

1
+$5.37M
2
+$2.92M
3
+$2.52M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.29M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.77M

Sector Composition

1 Technology 18.89%
2 Industrials 9.04%
3 Consumer Discretionary 6.8%
4 Healthcare 5.89%
5 Utilities 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,957
77
– –
-2,429
78
– –
-4,200
1 2 3
4