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
$190M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$344K
3
+$225K
4
AEHR icon
Aehr Test Systems
AEHR
+$154K
5
XOM icon
Exxon Mobil
XOM
+$133K

Top Sells

1
+$2.26M
2
+$511K
3
+$245K
4
CEQP
Crestwood Equity Partners LP
CEQP
+$223K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.76%
3 Consumer Staples 8.04%
4 Industrials 7.17%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$658K 0.35%
7,467
-129
77
$638K 0.34%
61,485
+135
78
$577K 0.3%
5,912
+206
79
$558K 0.29%
7,171
+22
80
$547K 0.29%
9,475
-32
81
$540K 0.28%
137,472
-26,176
82
$529K 0.28%
23,561
+1,389
83
$528K 0.28%
44,007
84
$499K 0.26%
30,969
-982
85
$495K 0.26%
5,036
86
$489K 0.26%
5,400
+245
87
$474K 0.25%
8,420
88
$443K 0.23%
11,450
89
$394K 0.21%
9,471
-33
90
$384K 0.2%
7,160
91
$381K 0.2%
2,097
-423
92
$370K 0.19%
3,762
+25
93
$363K 0.19%
5,196
94
$357K 0.19%
10,920
+4
95
$350K 0.18%
41,957
96
$325K 0.17%
9,486
97
$320K 0.17%
18,769
+301
98
$319K 0.17%
8,048
+785
99
$307K 0.16%
20,112
-354
100
$302K 0.16%
1,775
+185
2 3
4
5 6