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
$125M
AUM Growth
+$750K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.43M
3
+$1.25M
4
RTX icon
RTX Corp
RTX
+$1.01M
5
FSLR icon
First Solar
FSLR
+$992K

Top Sells

1
+$2.61M
2
+$2.25M
3
+$2.1M
4
EPHE icon
iShares MSCI Philippines ETF
EPHE
+$1.13M
5
META icon
Meta Platforms (Facebook)
META
+$1.05M

Sector Composition

1 Technology 17.09%
2 Consumer Discretionary 9.48%
3 Industrials 8.23%
4 Communication Services 6.98%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-14,500
102
– –
-5,393
103
– –
-3,432
104
– –
-5,006
105
– –
-26,800
106
– –
-17,500
107
– –
-42,160
108
– –
-3,463
109
– –
-36,935
110
– –
-258
1 2 3 4
5