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
$138M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.79M
3
+$1.69M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.68M
5
FAF icon
First American
FAF
+$1.58M

Top Sells

1
+$1.55M
2
+$1.37M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.07M
5
BA icon
Boeing
BA
+$1.05M

Sector Composition

1 Technology 14.88%
2 Industrials 6.78%
3 Consumer Discretionary 6.29%
4 Communication Services 5.46%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$480 ﹤0.01%
50
102
– –
-5,500
103
– –
-17,500
104
– –
-4,400
105
– –
-13,169
106
– –
-13,765
107
– –
-9,430
108
– –
-15,350
1 2 3 4
5