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
$244M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$206K
3
+$200K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$196K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$194K

Top Sells

1
+$223K
2
+$201K
3
+$167K
4
MET icon
MetLife
MET
+$151K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$150K

Sector Composition

1 Technology 11.18%
2 Communication Services 11.01%
3 Financials 7.17%
4 Consumer Staples 6.56%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.62%
16,213
+1,047
52
$1.5M 0.61%
10,697
-216
53
$1.41M 0.58%
26,256
-60
54
$1.39M 0.57%
7,939
-29
55
$1.32M 0.54%
27,480
-120
56
$1.3M 0.54%
16,940
-84
57
$1.23M 0.5%
48,448
+415
58
$1.22M 0.5%
35,178
-575
59
$1.22M 0.5%
21,425
-98
60
$1.21M 0.5%
21,873
-175
61
$1.17M 0.48%
3,777
62
$1.17M 0.48%
22,433
-2,900
63
$1.07M 0.44%
11,181
64
$992K 0.41%
25,770
+1
65
$990K 0.41%
19,786
-1,145
66
$944K 0.39%
8,475
+29
67
$939K 0.39%
17,400
-147
68
$930K 0.38%
10,463
+102
69
$912K 0.37%
4,975
+251
70
$872K 0.36%
9,451
+119
71
$863K 0.35%
61,508
72
$852K 0.35%
11,715
+1,245
73
$844K 0.35%
16,692
74
$842K 0.35%
5,008
-139
75
$833K 0.34%
24,175
1 2
3
4 5