PWAC

Private Wealth Advisors (California) Portfolio holdings

AUM $266M
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.5M
3
+$3.98M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$3.41M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.94M

Top Sells

1
+$5.36M
2
+$5.34M
3
+$3.64M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.93M
5
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$1.49M

Sector Composition

1 Consumer Staples 2.62%
2 Financials 1.28%
3 Technology 1.25%
4 Communication Services 1.21%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
-4,021
1 2 3
4