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
$233M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$2.07M
3 +$1.7M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.67M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$1.33M

Top Sells

1 +$2.54M
2 +$2.18M
3 +$1.45M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.45M
5
T icon
AT&T
T
+$1.34M

Sector Composition

1 Consumer Staples 3.58%
2 Technology 1.75%
3 Communication Services 1.68%
4 Consumer Discretionary 1.52%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0