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
$190M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$344K
3
+$225K
4
AEHR icon
Aehr Test Systems
AEHR
+$154K
5
XOM icon
Exxon Mobil
XOM
+$133K

Top Sells

1
+$2.26M
2
+$511K
3
+$245K
4
CEQP
Crestwood Equity Partners LP
CEQP
+$223K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.76%
3 Consumer Staples 8.04%
4 Industrials 7.17%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.2%
36,693
-423
27
$2.22M 1.17%
29,024
-206
28
$2.1M 1.11%
33,524
-375
29
$2.09M 1.1%
41,831
+889
30
$2.09M 1.1%
45,009
-414
31
$2.05M 1.08%
31,940
+75
32
$2.04M 1.07%
21,470
+97
33
$2.04M 1.07%
30,671
-330
34
$1.84M 0.97%
18,616
-5,156
35
$1.73M 0.91%
13,076
-219
36
$1.71M 0.9%
20,528
+220
37
$1.66M 0.88%
88,500
38
$1.61M 0.85%
17,129
-110
39
$1.53M 0.81%
25,792
+320
40
$1.5M 0.79%
65,225
-260
41
$1.48M 0.78%
55,140
-4,776
42
$1.45M 0.77%
54,388
-256
43
$1.42M 0.75%
62,943
-2,392
44
$1.4M 0.74%
12,776
45
$1.39M 0.73%
36,792
-340
46
$1.35M 0.71%
15,144
47
$1.35M 0.71%
28,148
-465
48
$1.32M 0.69%
12,057
49
$1.31M 0.69%
517,970
+60,710
50
$1.3M 0.68%
15,516
+18
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2
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