PWA

Principia Wealth Advisory Portfolio holdings

AUM $104M
This Quarter Return
+2.1%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$104M
AUM Growth
-$2.71M
Cap. Flow
+$829K
Cap. Flow %
0.8%
Top 10 Hldgs %
63.37%
Holding
920
New
146
Increased
401
Reduced
198
Closed
68
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$404﹤0.01%
+1
New
+$404
$401﹤0.01% 11
$401﹤0.01%
+7
New
+$401
$400﹤0.01% 3
+1
+50%
+$133
$399﹤0.01% 36
$397﹤0.01% 8
+2
+33%
+$99
$396﹤0.01% 3,600
$394﹤0.01% 7
$394﹤0.01% 7
-3
-30%
-$169
$391﹤0.01% 1
-1
-50%
-$391
$384﹤0.01% 4
$382﹤0.01% 8
+4
+100%
+$191
$381﹤0.01%
+9
New
+$381
$380﹤0.01% 5
-1
-17%
-$76
$379﹤0.01% 9
+4
+80%
+$168
$379﹤0.01%
+2
New
+$379
$374﹤0.01% 3
$374﹤0.01% 11
-8
-42%
-$272
$373﹤0.01% 12
-5
-29%
-$155
$369﹤0.01%
+2
New
+$369
$368﹤0.01% 4
-2
-33%
-$184
$366﹤0.01% 4
+1
+33%
+$92
$366﹤0.01% 13
+1
+8%
+$28
$365﹤0.01%
+5
New
+$365
$363﹤0.01% 1
-1
-50%
-$363