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

Top Buys

1
+$3.98M
2
+$3.26M
3
+$3.22M
4
FWRG icon
First Watch Restaurant Group
FWRG
+$1.65M
5
PM icon
Philip Morris
PM
+$1.22M

Top Sells

1
+$3.87M
2
+$1.48M
3
+$1.28M
4
JD icon
JD.com
JD
+$1.27M
5
FNV icon
Franco-Nevada
FNV
+$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
1 2 3 4
5