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
$244M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$206K
3
+$200K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$196K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$194K

Top Sells

1
+$223K
2
+$201K
3
+$167K
4
MET icon
MetLife
MET
+$151K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$150K

Sector Composition

1 Technology 11.18%
2 Communication Services 11.01%
3 Financials 7.17%
4 Consumer Staples 6.56%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.18%
39,364
-132
27
$2.83M 1.16%
95,769
+3,180
28
$2.71M 1.11%
23,092
+51
29
$2.68M 1.1%
27,166
+125
30
$2.62M 1.08%
100,563
+447
31
$2.6M 1.07%
57,690
-282
32
$2.57M 1.06%
64,996
-2,200
33
$2.55M 1.05%
41,715
-141
34
$2.54M 1.04%
27,926
-316
35
$2.49M 1.02%
55,603
36
$2.45M 1.01%
64,355
-1,291
37
$2.08M 0.86%
26,795
-705
38
$2.08M 0.85%
54,538
-3,357
39
$1.92M 0.79%
35,534
+3,623
40
$1.91M 0.79%
105,410
-2,490
41
$1.89M 0.77%
25,895
-144
42
$1.88M 0.77%
52,328
+3,104
43
$1.85M 0.76%
20,221
-244
44
$1.83M 0.75%
26,712
+160
45
$1.77M 0.73%
25,341
-122
46
$1.62M 0.67%
11,140
+372
47
$1.62M 0.67%
33,545
-406
48
$1.61M 0.66%
11,413
-132
49
$1.61M 0.66%
20,838
+45
50
$1.56M 0.64%
25,027
+325
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