PWA

Principia Wealth Advisory Portfolio holdings

AUM $160M
1-Year Est. Return 36.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,018
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 13.4%
2 Energy 3.13%
3 Technology 1.92%
4 Financials 1.11%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MU icon
201
Micron Technology
MU
$466B
$10K 0.01%
60
+5
MUFG icon
202
Mitsubishi UFJ Financial
MUFG
$222B
$9.99K 0.01%
627
+395
T icon
203
AT&T
T
$202B
$9.57K 0.01%
339
+42
LRCX icon
204
Lam Research
LRCX
$289B
$9.51K 0.01%
71
+7
AMAT icon
205
Applied Materials
AMAT
$261B
$9.42K 0.01%
46
+1
TM icon
206
Toyota
TM
$315B
$9.36K 0.01%
49
+31
NVO icon
207
Novo Nordisk
NVO
$218B
$9.21K 0.01%
166
+105
NOW icon
208
ServiceNow
NOW
$108B
$9.2K 0.01%
50
+5
SYY icon
209
Sysco
SYY
$43.1B
$9.14K 0.01%
111
+5
DIS icon
210
Walt Disney
DIS
$181B
$9.05K 0.01%
79
+3
CRM icon
211
Salesforce
CRM
$174B
$9.01K 0.01%
38
QCOM icon
212
Qualcomm
QCOM
$148B
$8.98K 0.01%
54
+4
SAN icon
213
Banco Santander
SAN
$177B
$8.88K 0.01%
847
+538
SONY icon
214
Sony
SONY
$136B
$8.84K 0.01%
307
+181
PFE icon
215
Pfizer
PFE
$156B
$8.77K 0.01%
344
+47
BHP icon
216
BHP
BHP
$185B
$8.75K 0.01%
157
+99
BINV icon
217
Brandes International ETF
BINV
$464M
$8.72K 0.01%
227
+2
BA icon
218
Boeing
BA
$188B
$8.42K 0.01%
39
-2
TMO icon
219
Thermo Fisher Scientific
TMO
$192B
$8.24K 0.01%
17
+3
APP icon
220
Applovin
APP
$124B
$7.9K 0.01%
11
+1
UBS icon
221
UBS Group
UBS
$131B
$7.83K 0.01%
191
+122
BSX icon
222
Boston Scientific
BSX
$110B
$7.81K 0.01%
80
+5
C icon
223
Citigroup
C
$194B
$7.71K 0.01%
76
+10
UL icon
224
Unilever
UL
$161B
$7.71K 0.01%
116
+74
ACN icon
225
Accenture
ACN
$137B
$7.64K 0.01%
31
+8