PWA
Primoris Wealth Advisors Portfolio holdings
AUM
$147M
1-Year Est. Return
26.79%
1 Year Est. Return
+26.79%
AUM
$129M
AUM Growth
-$2.07M
(-1.6%)
Holding
104
Top Buys
| 1 | +$4.88M | |
| 2 | +$3.79M | |
| 3 | +$3.73M | |
| 4 |
EUAD
Select STOXX Europe Aerospace & Defense ETF
EUAD
|
+$2.77M |
| 5 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
+$2.77M |
Top Sells
| 1 | +$3.75M | |
| 2 | +$3.39M | |
| 3 | +$2.66M | |
| 4 |
Alerian MLP ETF
AMLP
|
+$1.89M |
| 5 |
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
Procter & Gamble
PG
$354B
| – | – |
-1,390
|
|
||
102
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.33B
| – | – |
-17,500
|
|
||
103
ProShares UltraPro QQQ
TQQQ
$28.1B
| – | – |
-13,500
|
|
||
104
Exxon Mobil
XOM
$479B
| – | – |
-2,410
|
|