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
$184M
AUM Growth
+$683K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.04M
4
AEHR icon
Aehr Test Systems
AEHR
+$389K
5
GE icon
GE Aerospace
GE
+$233K

Top Sells

1
+$1.85M
2
+$1.08M
3
+$545K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$280K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$218K

Sector Composition

1 Technology 19.58%
2 Healthcare 9.58%
3 Industrials 8.83%
4 Consumer Staples 7.98%
5 Energy 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$635K 0.35%
8,938
77
$632K 0.34%
7,631
-449
78
$590K 0.32%
44,007
79
$524K 0.29%
5,706
-34
80
$522K 0.28%
7,207
-652
81
$513K 0.28%
165,024
+6,016
82
$501K 0.27%
8,420
83
$489K 0.27%
9,505
+2
84
$487K 0.27%
5,036
85
$468K 0.25%
31,859
+7
86
$467K 0.25%
2,536
+30
87
$454K 0.25%
20,098
+8
88
$445K 0.24%
5,170
-350
89
$406K 0.22%
7,160
90
$404K 0.22%
11,450
91
$396K 0.22%
41,957
92
$366K 0.2%
9,503
+2
93
$365K 0.2%
10,561
-350
94
$364K 0.2%
3,737
-150
95
$351K 0.19%
10,612
-891
96
$340K 0.19%
10,830
-1,420
97
$332K 0.18%
15,965
-1,434
98
$318K 0.17%
18,468
+17
99
$318K 0.17%
7,310
100
$291K 0.16%
5,196
1 2 3
4
5