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
$220M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.02M
3
+$608K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$579K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$444K

Top Sells

1
+$458K
2
+$303K
3
+$288K
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$246K
5
IXG icon
iShares Global Financials ETF
IXG
+$233K

Sector Composition

1 Technology 16.42%
2 Healthcare 8.73%
3 Communication Services 7.99%
4 Energy 7.53%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.6%
46,164
-5,332
52
$1.29M 0.59%
62,215
-292
53
$1.22M 0.55%
52,161
-3,969
54
$1.19M 0.54%
15,214
+76
55
$1.17M 0.53%
12,506
-95
56
$1.17M 0.53%
9,043
+2
57
$1.17M 0.53%
10,043
58
$1.14M 0.52%
23,507
+1,152
59
$1.09M 0.5%
127,927
-23,261
60
$1.09M 0.49%
11,431
61
$1.08M 0.49%
92,997
-472
62
$1.02M 0.46%
12,629
+3,965
63
$1.02M 0.46%
+18,752
64
$993K 0.45%
17,665
+1,191
65
$981K 0.45%
121,608
-12,888
66
$980K 0.45%
37,464
-3,040
67
$950K 0.43%
15,175
+5,427
68
$942K 0.43%
13,403
-3,239
69
$941K 0.43%
19,768
-919
70
$916K 0.42%
34,142
-320
71
$884K 0.4%
11,757
+494
72
$877K 0.4%
10,083
+330
73
$857K 0.39%
12,644
+378
74
$847K 0.38%
9,073
-100
75
$827K 0.38%
24,598
+8,175
1 2
3
4 5