PWA
Principia Wealth Advisory Portfolio holdings
AUM
$118M
This Quarter Return
+1.56%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.33%
Holding
775
New
774
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$12.7M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$8.88M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$7.82M |
| 4 |
TrueShares Structured Outcome September ETF
SEPZ
|
$7.78M |
| 5 |
Tarsus Pharmaceuticals
TARS
|
$7.67M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.33% |
| 2 | Technology | 1.57% |
| 3 | Financials | 1.01% |
| 4 | Energy | 0.85% |
| 5 | Consumer Staples | 0.71% |
