PWA
Primoris Wealth Advisors Portfolio holdings
AUM
$147M
This Quarter Return
+11.3%
1 Year Return
+26.79%
3 Year Return
+84.76%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+28%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
14.95%
Top 10 Holdings %
Top 10 Hldgs %
38.85%
Holding
93
New
23
Increased
24
Reduced
28
Closed
8
Top Buys
| 1 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$3.47M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.22M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.9M |
| 4 |
Amazon
AMZN
|
$2.75M |
| 5 |
NextEra Energy, Inc.
NEE
|
$2.04M |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$4.6M |
| 2 |
American Water Works
AWK
|
$3.69M |
| 3 |
iShares MSCI India ETF
INDA
|
$2.99M |
| 4 |
Tenet Healthcare
THC
|
$2.18M |
| 5 |
ProShares UltraPro Short QQQ
SQQQ
|
$1.91M |
Sector Composition
| 1 | Technology | 18.86% |
| 2 | Consumer Discretionary | 11.39% |
| 3 | Industrials | 9.55% |
| 4 | Communication Services | 6.7% |
| 5 | Consumer Staples | 3.21% |
