PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+3.28%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$161M
AUM Growth
–
Cap. Flow
+$161M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.99%
Holding
111
New
111
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.96M |
| 2 |
Apple
AAPL
|
$7.74M |
| 3 |
Cisco
CSCO
|
$7.33M |
| 4 |
Invesco QQQ Trust
QQQ
|
$6.77M |
| 5 |
Exxon Mobil
XOM
|
$5.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Consumer Staples | 9.73% |
| 3 | Healthcare | 9.51% |
| 4 | Industrials | 7.49% |
| 5 | Energy | 6.53% |
