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
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$7.74M
3
+$7.33M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.76M
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.32%
+6,975
77
$471K 0.29%
+2,580
78
$459K 0.29%
+7,601
79
$440K 0.27%
+19,186
80
$425K 0.26%
+5,795
81
$415K 0.26%
+41,257
82
$408K 0.25%
+8,420
83
$389K 0.24%
+14,088
84
$385K 0.24%
+15,927
85
$380K 0.24%
+9,200
86
$380K 0.24%
+186,528
87
$339K 0.21%
+30,123
88
$335K 0.21%
+2,816
89
$335K 0.21%
+7,160
90
$335K 0.21%
+4,576
91
$335K 0.21%
+10,335
92
$328K 0.2%
+3,797
93
$321K 0.2%
+9,200
94
$321K 0.2%
+11,450
95
$319K 0.2%
+12,914
96
$304K 0.19%
+10,672
97
$295K 0.18%
+10,500
98
$294K 0.18%
+20,658
99
$263K 0.16%
+7,760
100
$255K 0.16%
+3,546
1 2 3
4
5