PWAP

Private Wealth Advisors (Pennsylvania) Portfolio holdings

AUM $175M
1-Year Est. Return 29.11%
This Quarter Est. Return
1 Year Est. Return
+29.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$7.74M
3
+$7.33M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.76M
5
XOM icon
Exxon Mobil
XOM
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.17%
2 Consumer Staples 9.73%
3 Healthcare 9.51%
4 Industrials 7.49%
5 Energy 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.22%
+19,840
27
$1.92M 1.19%
+37,303
28
$1.91M 1.19%
+23,154
29
$1.9M 1.18%
+34,768
30
$1.89M 1.18%
+33,323
31
$1.88M 1.17%
+31,095
32
$1.88M 1.17%
+61,082
33
$1.75M 1.09%
+36,015
34
$1.63M 1.01%
+18,757
35
$1.55M 0.97%
+44,906
36
$1.55M 0.96%
+32,246
37
$1.54M 0.96%
+18,396
38
$1.53M 0.95%
+3,507,648
39
$1.52M 0.95%
+93,750
40
$1.48M 0.92%
+95,340
41
$1.45M 0.9%
+13,329
42
$1.43M 0.89%
+67,868
43
$1.34M 0.83%
+68,311
44
$1.32M 0.82%
+63,068
45
$1.22M 0.76%
+27,622
46
$1.2M 0.75%
+12,402
47
$1.2M 0.75%
+29,483
48
$1.16M 0.72%
+15,020
49
$1.15M 0.71%
+12,750
50
$1.13M 0.7%
+24,749
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2
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