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
$131M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.65M
3
+$3.78M
4
CRWD icon
CrowdStrike
CRWD
+$2.17M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$1.91M

Top Sells

1
+$3.57M
2
+$3.5M
3
+$2.79M
4
INDA icon
iShares MSCI India ETF
INDA
+$1.98M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.68M

Sector Composition

1 Technology 20.53%
2 Communication Services 6.68%
3 Consumer Discretionary 6.23%
4 Industrials 5.01%
5 Consumer Staples 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-41,520
102
– –
-2,837
103
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-50
104
– –
-37,600
105
– –
-7,570
106
– –
-2,148
107
– –
-24,000
108
– –
-126,063
109
– –
-2,092
110
– –
-2,297
1 2 3 4
5