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
$124M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.22M
2 +$3.34M
3 +$3.16M
4
FWRG icon
First Watch Restaurant Group
FWRG
+$1.79M
5
PM icon
Philip Morris
PM
+$1.22M

Top Sells

1 +$3.87M
2 +$1.6M
3 +$1.48M
4
FNV icon
Franco-Nevada
FNV
+$1.37M
5
JD icon
JD.com
JD
+$1.27M

Sector Composition

1 Technology 13.31%
2 Consumer Discretionary 11.6%
3 Industrials 7.07%
4 Communication Services 6.84%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-20,268
102
-5,000