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
$251M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$430K
3
+$426K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$409K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$262K

Top Sells

1
+$5.92M
2
+$303K
3
+$266K
4
GS icon
Goldman Sachs
GS
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$162K

Sector Composition

1 Technology 12.69%
2 Communication Services 12.32%
3 Energy 6.68%
4 Financials 6.14%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.12%
98,520
+711
27
$2.81M 1.12%
26,789
-160
28
$2.69M 1.07%
51,297
+3,146
29
$2.67M 1.06%
33,930
-342
30
$2.59M 1.03%
59,716
+210
31
$2.58M 1.03%
45,335
-840
32
$2.47M 0.98%
56,259
+1,323
33
$2.44M 0.97%
100,617
-1,130
34
$2.38M 0.95%
58,524
+420
35
$2.31M 0.92%
39,937
+122
36
$2.15M 0.86%
19,187
-442
37
$2.07M 0.82%
24,162
38
$2.05M 0.82%
26,288
-197
39
$2M 0.8%
26,403
-153
40
$1.99M 0.79%
7,292
+1,576
41
$1.92M 0.76%
9,763
-50
42
$1.86M 0.74%
45,256
+458
43
$1.82M 0.72%
18,604
+775
44
$1.81M 0.72%
27,761
+723
45
$1.8M 0.72%
16,246
-281
46
$1.74M 0.69%
24,000
-440
47
$1.57M 0.63%
24,226
-428
48
$1.54M 0.61%
9,381
+916
49
$1.52M 0.61%
22,677
-1,378
50
$1.49M 0.6%
52,994
-880
1
2
3 4 5