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
$195M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$923K
3
+$235K
4
HD icon
Home Depot
HD
+$232K
5
AA icon
Alcoa
AA
+$222K

Top Sells

1
+$1.14M
2
+$1.04M
3
+$943K
4
ROK icon
Rockwell Automation
ROK
+$243K
5
PFE icon
Pfizer
PFE
+$210K

Sector Composition

1 Technology 18.88%
2 Healthcare 9.65%
3 Consumer Staples 7.9%
4 Industrials 7.82%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$697K 0.36%
12,089
-848
77
$657K 0.34%
7,596
-35
78
$639K 0.33%
8,938
79
$581K 0.3%
163,648
-1,376
80
$575K 0.3%
5,706
81
$564K 0.29%
44,007
82
$549K 0.28%
7,149
-58
83
$537K 0.28%
9,507
+2
84
$529K 0.27%
5,036
85
$528K 0.27%
22,172
+2,074
86
$509K 0.26%
8,420
87
$489K 0.25%
31,951
+92
88
$464K 0.24%
5,155
-15
89
$437K 0.22%
2,520
-16
90
$429K 0.22%
11,450
91
$413K 0.21%
7,160
92
$398K 0.2%
10,916
+304
93
$389K 0.2%
9,504
+1
94
$384K 0.2%
3,737
95
$367K 0.19%
41,957
96
$357K 0.18%
9,486
-1,075
97
$333K 0.17%
5,196
98
$319K 0.16%
14,555
-1,410
99
$318K 0.16%
7,263
+480
100
$304K 0.16%
20,466
2 3
4
5 6