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
$118M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$3.6M
3
+$2.78M
4
GLD icon
SPDR Gold Trust
GLD
+$2.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M

Top Sells

1
+$3.98M
2
+$3.52M
3
+$3.04M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.94M
5
UDN icon
Invesco DB US Dollar Index Bearish Fund
UDN
+$2.49M

Sector Composition

1 Technology 1.47%
2 Communication Services 0.85%
3 Consumer Staples 0.72%
4 Financials 0.67%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-37,633
77
– –
-41,745
78
– –
-4,278
79
– –
-75,997
1 2 3
4