PWAC

Private Wealth Advisors (California) Portfolio holdings

AUM $255M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.27M
3
+$3.02M
4
PARA
Paramount Global Class B
PARA
+$1.71M
5
T icon
AT&T
T
+$1.5M

Top Sells

1
+$5.76M
2
+$5.63M
3
+$2.41M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.17M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.95M

Sector Composition

1 Communication Services 3.99%
2 Consumer Staples 2.6%
3 Technology 2.36%
4 Materials 0.83%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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