Private Wealth Advisors (California) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
+$3.78M |
| 2 |
Genmab
GMAB
|
+$3.04M |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$3.04M |
| 4 |
Global X MSCI Argentina ETF
ARGT
|
+$2.29M |
| 5 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$1.95M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$6.52M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.67M |
| 3 |
Invesco Water Resources ETF
PHO
|
+$1.39M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.28M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$884K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 2.2% |
| 2 | Consumer Staples | 1.8% |
| 3 | Energy | 1.8% |
| 4 | Communication Services | 1.69% |
| 5 | Technology | 1.58% |
Similar funds
Private Wealth Advisors (California)'s Q2 2025 Portfolio in Review
As of Q2 2025, Private Wealth Advisors (California) held 91 positions worth $272M, down 1.5% from $277M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Private Wealth Advisors (California) withdrew a net $20.7M in Q2 2025, closing 6 positions and reducing 30 holdings. Its most notable exit was Invesco Water Resources ETF, an estimated $1.39M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 2.2% of assets, up from 0.63% a quarter earlier, followed by Consumer Staples and Energy.
Against the trend, Private Wealth Advisors (California) opened a new position in Genmab worth $3.06M.
- Private Wealth Advisors (California)'s largest Q2 2025 buy was Genmab: 148,336 shares worth $3.06M.
- Private Wealth Advisors (California) added most to WisdomTree Emerging Markets High Dividend Fund in Q2 2025, an estimated $3.78M increase.
- Private Wealth Advisors (California)'s biggest Q2 2025 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $6.52M.
- Private Wealth Advisors (California) fully exited Invesco Water Resources ETF in Q2 2025, selling an estimated $1.39M.
- Private Wealth Advisors (California)'s ten largest holdings make up 39% of its $272M portfolio in Q2 2025.
- Private Wealth Advisors (California) opened 6 new positions and closed 6 in Q2 2025.
- Private Wealth Advisors (California)'s portfolio value fell 1.5% quarter-over-quarter to $272M.
Based on Private Wealth Advisors (California)'s 13F filing for Q2 2025, filed 14 Aug 2025.