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
$235M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.4M
3 +$3.17M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$3.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.23M

Top Sells

1 +$7.5M
2 +$4.45M
3 +$4.17M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$3.28M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.97M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.83%
3 Consumer Discretionary 1.76%
4 Consumer Staples 1.33%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
0
78
0
79
-106,325