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
$282M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$783K
3
+$646K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$604K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$522K

Top Sells

1
+$724K
2
+$200K
3
+$183K
4
XOM icon
Exxon Mobil
XOM
+$180K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$177K

Sector Composition

1 Technology 12.25%
2 Communication Services 11.46%
3 Consumer Discretionary 7.33%
4 Financials 6.04%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.54%
16,206
-1,633
52
$1.47M 0.52%
27,200
53
$1.41M 0.5%
9,729
+661
54
$1.4M 0.5%
12,544
+450
55
$1.37M 0.48%
20,808
-1,615
56
$1.37M 0.48%
11,722
+931
57
$1.32M 0.47%
4,982
58
$1.13M 0.4%
26,745
59
$1.12M 0.4%
13,088
-1,868
60
$1.12M 0.4%
8,523
+40
61
$1.11M 0.4%
27,194
-2,271
62
$1.11M 0.4%
18,277
-114
63
$1.1M 0.39%
18,815
-175
64
$1.1M 0.39%
11,851
65
$1.09M 0.39%
11,990
+1,080
66
$1.09M 0.39%
21,917
67
$1.09M 0.39%
19,921
-193
68
$1.02M 0.36%
24,887
+936
69
$1.02M 0.36%
18,012
70
$1M 0.36%
6,170
-97
71
$998K 0.35%
8,373
+200
72
$996K 0.35%
28,525
-140
73
$977K 0.35%
20,653
+242
74
$972K 0.34%
13,885
+670
75
$907K 0.32%
17,335
-1,131
1 2
3
4 5