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
$211M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$394K
3
+$320K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$191K
5
GE icon
GE Aerospace
GE
+$149K

Top Sells

1
+$606K
2
+$397K
3
+$370K
4
FNB icon
FNB Corp
FNB
+$288K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$243K

Sector Composition

1 Technology 11.23%
2 Communication Services 10.06%
3 Energy 8.23%
4 Consumer Staples 8.07%
5 Healthcare 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.55%
38,966
+9
52
$1.15M 0.55%
13,422
+172
53
$1.11M 0.53%
28,560
-60
54
$1.1M 0.52%
13,873
-345
55
$1.09M 0.52%
20,581
+1,775
56
$1.08M 0.51%
43,116
-3,225
57
$1.07M 0.51%
108,790
58
$1.04M 0.49%
+31,662
59
$1.04M 0.49%
45,020
+540
60
$1.04M 0.49%
26,185
-45
61
$1.01M 0.48%
19,126
-399
62
$991K 0.47%
29,872
+26
63
$990K 0.47%
22,351
+895
64
$963K 0.46%
31,391
+883
65
$951K 0.45%
45,130
+505
66
$944K 0.45%
17,750
-35
67
$940K 0.45%
19,686
+2
68
$895K 0.42%
16,223
+3,462
69
$833K 0.4%
22,678
+1
70
$812K 0.39%
51,383
-1,199
71
$811K 0.39%
8,593
+4
72
$806K 0.38%
12,617
+193
73
$777K 0.37%
7,144
+75
74
$753K 0.36%
25,304
-100
75
$740K 0.35%
24,336
+12,944
1 2
3
4 5