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
$184M
AUM Growth
+$683K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.04M
4
AEHR icon
Aehr Test Systems
AEHR
+$389K
5
GE icon
GE Aerospace
GE
+$233K

Top Sells

1
+$1.85M
2
+$1.08M
3
+$545K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$280K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$218K

Sector Composition

1 Technology 19.58%
2 Healthcare 9.58%
3 Industrials 8.83%
4 Consumer Staples 7.98%
5 Energy 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.24%
37,129
+322
27
$2.26M 1.23%
33,875
+84
28
$2.15M 1.17%
31,955
-298
29
$2.12M 1.15%
31,001
+243
30
$2.08M 1.13%
21,266
-13
31
$2.05M 1.12%
29,127
+270
32
$2.02M 1.1%
13,575
-69
33
$1.93M 1.05%
40,495
+1,017
34
$1.86M 1.01%
45,320
+22
35
$1.84M 1%
2,894,496
-93,216
36
$1.76M 0.96%
88,500
+2,125
37
$1.69M 0.92%
25,547
-45
38
$1.67M 0.91%
20,338
+35
39
$1.63M 0.89%
68,711
+400
40
$1.49M 0.81%
59,644
-46
41
$1.46M 0.8%
58,592
-11,228
42
$1.42M 0.77%
17,173
-1,102
43
$1.41M 0.77%
21,569
-45
44
$1.39M 0.76%
11,932
+405
45
$1.38M 0.75%
135,688
46
$1.36M 0.74%
101,414
-937
47
$1.35M 0.73%
28,653
-67
48
$1.34M 0.73%
12,776
49
$1.3M 0.71%
10,433
+185
50
$1.26M 0.69%
+34,482
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