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
$190M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$344K
3
+$225K
4
AEHR icon
Aehr Test Systems
AEHR
+$154K
5
XOM icon
Exxon Mobil
XOM
+$133K

Top Sells

1
+$2.26M
2
+$511K
3
+$245K
4
CEQP
Crestwood Equity Partners LP
CEQP
+$223K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.76%
3 Consumer Staples 8.04%
4 Industrials 7.17%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.67%
21,254
-315
52
$1.25M 0.66%
135,688
53
$1.25M 0.66%
10,815
-207
54
$1.24M 0.65%
10,362
+2,880
55
$1.22M 0.64%
101,078
-336
56
$1.21M 0.64%
11,857
+66
57
$1.17M 0.62%
17,315
+316
58
$1.13M 0.6%
70,300
+560
59
$1.1M 0.58%
37,776
+2,311
60
$1.07M 0.56%
9,037
+2
61
$1.01M 0.53%
137,344
-1,840
62
$994K 0.52%
20,041
+307
63
$992K 0.52%
39,364
+272
64
$954K 0.5%
21,155
-1,243
65
$946K 0.5%
10,837
+90
66
$870K 0.46%
32,705
+206
67
$852K 0.45%
22,496
68
$847K 0.45%
9,104
-65
69
$839K 0.44%
16,181
+215
70
$765K 0.4%
10,357
+138
71
$737K 0.39%
12,239
+150
72
$709K 0.37%
11,792
+4
73
$702K 0.37%
10,164
+1,226
74
$686K 0.36%
13,596
-297
75
$676K 0.36%
2,711
1 2
3
4 5