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
$251M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$430K
3
+$426K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$409K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$262K

Top Sells

1
+$5.92M
2
+$303K
3
+$266K
4
GS icon
Goldman Sachs
GS
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$162K

Sector Composition

1 Technology 12.69%
2 Communication Services 12.32%
3 Energy 6.68%
4 Financials 6.14%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.59%
26,340
52
$1.41M 0.56%
32,083
+1
53
$1.37M 0.55%
9,015
-130
54
$1.37M 0.55%
31,375
-6,950
55
$1.35M 0.54%
31,354
-1,383
56
$1.29M 0.52%
18,591
57
$1.28M 0.51%
26,188
58
$1.25M 0.5%
11,944
+150
59
$1.21M 0.48%
20,117
60
$1.16M 0.46%
20,035
-914
61
$1.15M 0.46%
3,887
-10
62
$1.12M 0.45%
20,248
63
$1.07M 0.43%
18,655
+895
64
$1.06M 0.42%
11,437
-194
65
$1.02M 0.41%
9,329
+80
66
$997K 0.4%
21,700
-2,100
67
$963K 0.38%
17,144
68
$959K 0.38%
8,811
-50
69
$957K 0.38%
21,953
70
$947K 0.38%
5,075
71
$946K 0.38%
11,913
+103
72
$914K 0.36%
13,660
+185
73
$855K 0.34%
19,188
-80
74
$855K 0.34%
16,586
-387
75
$848K 0.34%
8,976
+446
1 2
3
4 5