PWA
Primoris Wealth Advisors Portfolio holdings
AUM
$157M
1-Year Est. Return
31.33%
1 Year Est. Return
+31.33%
AUM
$147M
AUM Growth
+$17.4M
(+13%)
Holding
109
Top Buys
| 1 | +$3.91M | |
| 2 | +$3.71M | |
| 3 | +$2.31M | |
| 4 |
iShares Silver Trust
SLV
|
+$1.93M |
| 5 |
iShares MSCI India ETF
INDA
|
+$1.76M |
Top Sells
| 1 | +$5.99M | |
| 2 | +$4.12M | |
| 3 | +$2.77M | |
| 4 |
iShares MSCI Germany ETF
EWG
|
+$1.82M |
| 5 |
Snowflake
SNOW
|
+$1.77M |
Sector Composition
| 1 | Technology | 20.46% |
| 2 | Communication Services | 6.41% |
| 3 | Consumer Discretionary | 4.57% |
| 4 | Consumer Staples | 3.95% |
| 5 | Utilities | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
BlackRock Health Sciences Trust
BME
$502M
| – | – |
-5,742
|
|
||
102
ROBO Global Robotics & Automation Index ETF
ROBO
$1.19B
| – | – |
-53,700
|
|
||
103
Trump Media & Technology Group
DJT
$3.67B
| – | – |
-11,515
|
|
||
104
Defiance Quantum ETF
QTUM
$2.51B
| – | – |
-3,175
|
|
||
105
Inspired Entertainment
INSE
$219M
| – | – |
-81,500
|
|
||
|
106
iShares MSCI Germany ETF
EWG
$2.09B
| – | – |
-49,000
|
|
||
107
iShares MSCI Finland ETF
EFNL
$31.8M
| – | – |
-6,500
|
|
||
|
CCD
108
Calamos Dynamic Convertible & Income Fund
CCD
$582M
| – | – |
-12,950
|
|
||
109
Global X MSCI Argentina ETF
ARGT
$836M
| – | – |
-7,206
|
|