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
$207M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$1.7M
3
+$1.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.36M
5
DIS icon
Walt Disney
DIS
+$1.11M

Top Sells

1
+$1.45M
2
+$992K
3
+$696K
4
D icon
Dominion Energy
D
+$493K
5
FCX icon
Freeport-McMoran
FCX
+$357K

Sector Composition

1 Technology 18.22%
2 Healthcare 9.71%
3 Communication Services 7.82%
4 Consumer Staples 7.09%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$674K 0.33%
7,409
-58
77
$651K 0.31%
5,912
78
$617K 0.3%
9,431
-44
79
$612K 0.3%
5,292
+256
80
$587K 0.28%
7,220
+49
81
$587K 0.28%
137,472
82
$586K 0.28%
44,007
83
$581K 0.28%
31,894
+925
84
$525K 0.25%
5,567
+167
85
$515K 0.25%
8,420
86
$465K 0.22%
11,450
87
$434K 0.21%
21,029
-2,532
88
$426K 0.21%
59,725
-1,760
89
$424K 0.21%
9,427
-44
90
$422K 0.2%
7,160
91
$414K 0.2%
3,727
-35
92
$405K 0.2%
5,196
93
$379K 0.18%
6,040
-11,089
94
$348K 0.17%
9,586
+100
95
$340K 0.16%
19,013
+244
96
$336K 0.16%
3,197
+175
97
$334K 0.16%
14,556
+1
98
$330K 0.16%
8,448
+400
99
$329K 0.16%
1,850
+75
100
$329K 0.16%
8,657
+175
1 2 3
4
5