PWA

Primoris Wealth Advisors Portfolio holdings

AUM $157M
1-Year Est. Return 31.33%
This Quarter Est. Return
1 Year Est. Return
+31.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.79M
3
+$3.73M
4
EUAD
Select STOXX Europe Aerospace & Defense ETF
EUAD
+$2.77M
5
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$2.77M

Top Sells

1
+$3.75M
2
+$3.39M
3
+$2.66M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.89M
5
AMD icon
Advanced Micro Devices
AMD
+$1.68M

Sector Composition

1 Technology 18.71%
2 Communication Services 6.23%
3 Consumer Discretionary 5.5%
4 Consumer Staples 3.61%
5 Utilities 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-20,750
102
– –
-6,295
103
– –
-90
104
– –
-3,110
1 2 3 4
5