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
$184M
AUM Growth
+$683K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.04M
4
AEHR icon
Aehr Test Systems
AEHR
+$389K
5
GE icon
GE Aerospace
GE
+$233K

Top Sells

1
+$1.85M
2
+$1.08M
3
+$545K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$280K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$218K

Sector Composition

1 Technology 19.58%
2 Healthcare 9.58%
3 Industrials 8.83%
4 Consumer Staples 7.98%
5 Energy 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.68%
15,411
-129
52
$1.2M 0.65%
419,810
+136,410
53
$1.19M 0.65%
14,914
-148
54
$1.17M 0.64%
65,828
+7
55
$1.17M 0.63%
+69,300
56
$1.15M 0.62%
11,759
+522
57
$1.09M 0.6%
17,124
-1,077
58
$1.06M 0.58%
9,368
+2
59
$1.04M 0.57%
+29,160
60
$987K 0.54%
35,257
-491
61
$968K 0.53%
147,072
-4,864
62
$960K 0.52%
22,285
+11
63
$926K 0.5%
19,592
-851
64
$903K 0.49%
10,607
+50
65
$894K 0.49%
39,292
-1,132
66
$890K 0.48%
7,482
67
$865K 0.47%
17,391
+340
68
$860K 0.47%
22,496
-200
69
$842K 0.46%
31,806
-3,783
70
$785K 0.43%
12,937
-185
71
$766K 0.42%
9,169
72
$756K 0.41%
10,317
+142
73
$728K 0.4%
14,054
-20,842
74
$710K 0.39%
11,784
+2
75
$687K 0.37%
2,743
-91
1 2
3
4 5