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
$215M
AUM Growth
+$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$555K
3
+$375K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$319K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$265K

Top Sells

1
+$640K
2
+$632K
3
+$549K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$549K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$523K

Sector Composition

1 Technology 10.66%
2 Communication Services 10.02%
3 Energy 8.32%
4 Consumer Staples 7.05%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.58%
26,056
-129
52
$1.25M 0.58%
100,640
-8,150
53
$1.23M 0.57%
22,353
+2
54
$1.23M 0.57%
21,157
+576
55
$1.22M 0.57%
17,847
-1,279
56
$1.21M 0.56%
37,624
-1,342
57
$1.18M 0.55%
7,910
-207
58
$1.18M 0.55%
13,294
-128
59
$1.11M 0.52%
28,900
+340
60
$1.08M 0.5%
20,186
+3,963
61
$1.04M 0.48%
45,130
62
$1.03M 0.48%
64,238
+23,375
63
$1M 0.47%
32,960
+8,624
64
$1M 0.47%
20,190
+504
65
$986K 0.46%
27,700
-15,416
66
$932K 0.43%
13,009
-864
67
$929K 0.43%
17,958
+208
68
$921K 0.43%
26,668
-3,204
69
$861K 0.4%
8,598
+5
70
$825K 0.38%
9,559
-153
71
$770K 0.36%
20,563
-2,115
72
$727K 0.34%
11,771
-846
73
$727K 0.34%
24,184
-1,120
74
$712K 0.33%
5,210
-183
75
$712K 0.33%
8,741
+176
1 2
3
4 5