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
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$7.74M
3
+$7.33M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.76M
5
XOM icon
Exxon Mobil
XOM
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.17%
2 Consumer Staples 9.73%
3 Healthcare 9.51%
4 Industrials 7.49%
5 Energy 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.64%
+18,915
52
$1.03M 0.64%
+16,251
53
$1.02M 0.63%
+68,163
54
$1.01M 0.63%
+37,902
55
$990K 0.62%
+24,960
56
$977K 0.61%
+135,688
57
$911K 0.57%
+11,549
58
$891K 0.55%
+48,404
59
$881K 0.55%
+7,442
60
$837K 0.52%
+9,149
61
$830K 0.52%
+21,654
62
$822K 0.51%
+11,467
63
$747K 0.46%
+23,184
64
$747K 0.46%
+14,157
65
$743K 0.46%
+9,081
66
$735K 0.46%
+17,813
67
$734K 0.46%
+153,120
68
$696K 0.43%
+116,812
69
$672K 0.42%
+11,819
70
$601K 0.37%
+8,350
71
$589K 0.37%
+2,805
72
$576K 0.36%
+11,370
73
$545K 0.34%
+8,518
74
$527K 0.33%
+43,607
75
$517K 0.32%
+9,018
1 2
3
4 5