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
$195M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$923K
3
+$235K
4
HD icon
Home Depot
HD
+$232K
5
AA icon
Alcoa
AA
+$222K

Top Sells

1
+$1.14M
2
+$1.04M
3
+$943K
4
ROK icon
Rockwell Automation
ROK
+$243K
5
PFE icon
Pfizer
PFE
+$210K

Sector Composition

1 Technology 18.88%
2 Healthcare 9.65%
3 Consumer Staples 7.9%
4 Industrials 7.82%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.25%
92,585
+2,214
27
$2.4M 1.23%
31,001
28
$2.37M 1.21%
37,116
-13
29
$2.26M 1.16%
2,841,984
-52,512
30
$2.25M 1.15%
33,899
+24
31
$2.18M 1.12%
31,865
-90
32
$2.15M 1.1%
21,373
+107
33
$2.05M 1.05%
13,295
-280
34
$2M 1.03%
40,942
+447
35
$1.89M 0.97%
45,423
+103
36
$1.89M 0.97%
25,472
-75
37
$1.78M 0.92%
88,500
38
$1.74M 0.89%
17,239
+66
39
$1.72M 0.88%
69,061
+350
40
$1.71M 0.88%
20,308
-30
41
$1.67M 0.85%
+65,485
42
$1.61M 0.82%
59,916
+272
43
$1.49M 0.77%
21,569
44
$1.47M 0.76%
135,688
45
$1.44M 0.74%
54,644
-3,948
46
$1.44M 0.74%
37,132
+2,650
47
$1.43M 0.73%
12,057
+125
48
$1.42M 0.73%
28,613
-40
49
$1.41M 0.72%
12,776
50
$1.4M 0.72%
11,022
+589
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