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
$146M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$324K
3
+$265K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$238K
5
CMG icon
Chipotle Mexican Grill
CMG
+$233K

Top Sells

1
+$543K
2
+$220K
3
+$88.2K
4
BABA icon
Alibaba
BABA
+$64.8K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$61.7K

Sector Composition

1 Technology 19.57%
2 Communication Services 14.61%
3 Consumer Discretionary 12.12%
4 Consumer Staples 8.79%
5 Healthcare 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.94%
35,005
27
$1.37M 0.94%
22,954
+4
28
$1.34M 0.92%
66,955
29
$1.29M 0.88%
5,705
-235
30
$1.19M 0.81%
8,997
+140
31
$1.16M 0.79%
48,907
+203
32
$1.11M 0.76%
116,880
33
$1.1M 0.75%
10,992
-132
34
$1.05M 0.72%
4,934
35
$1.02M 0.69%
7,797
+123
36
$919K 0.63%
9,772
+300
37
$917K 0.63%
10,032
+175
38
$914K 0.62%
9,308
+16
39
$855K 0.58%
13,879
-8,810
40
$829K 0.57%
9,037
+18
41
$824K 0.56%
7,109
42
$822K 0.56%
18,073
-24
43
$724K 0.49%
4,058
-55
44
$711K 0.49%
9,710
+4
45
$709K 0.48%
9,639
-285
46
$704K 0.48%
2,731
-25
47
$608K 0.42%
6,000
48
$599K 0.41%
10,635
-150
49
$592K 0.4%
11,580
50
$588K 0.4%
9,535
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