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
$195M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$923K
3
+$235K
4
HD icon
Home Depot
HD
+$232K
5
AA icon
Alcoa
AA
+$222K

Top Sells

1
+$1.14M
2
+$1.04M
3
+$943K
4
ROK icon
Rockwell Automation
ROK
+$243K
5
PFE icon
Pfizer
PFE
+$210K

Sector Composition

1 Technology 18.88%
2 Healthcare 9.65%
3 Consumer Staples 7.9%
4 Industrials 7.82%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.71%
11,791
+32
52
$1.3M 0.67%
101,414
53
$1.3M 0.67%
15,144
+230
54
$1.22M 0.62%
15,498
+87
55
$1.17M 0.6%
65,335
-493
56
$1.14M 0.58%
16,999
-125
57
$1.13M 0.58%
69,740
+440
58
$1.08M 0.56%
9,035
-333
59
$1.03M 0.53%
35,465
+208
60
$1.01M 0.52%
139,184
-7,888
61
$999K 0.51%
22,398
+113
62
$983K 0.5%
457,260
+37,450
63
$980K 0.5%
19,734
+142
64
$977K 0.5%
7,482
65
$947K 0.49%
39,092
-200
66
$945K 0.48%
10,747
+140
67
$923K 0.47%
+61,350
68
$883K 0.45%
22,496
69
$868K 0.45%
32,499
+693
70
$839K 0.43%
15,966
-1,425
71
$819K 0.42%
9,169
72
$787K 0.4%
10,219
-98
73
$748K 0.38%
11,788
+4
74
$730K 0.37%
13,893
-161
75
$706K 0.36%
2,711
-32
1 2
3
4 5