PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+1.36%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+5.7%)
Cap. Flow
+$8.77M
Cap. Flow
% of AUM
4.67%
Top 10 Holdings %
Top 10 Hldgs %
33.21%
Holding
115
New
5
Increased
55
Reduced
36
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$2.39M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$779K |
| 3 |
Meta Platforms (Facebook)
META
|
$639K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$390K |
| 5 |
ProShares Ultra Energy
DIG
|
$328K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$168K |
| 2 |
Cisco
CSCO
|
$117K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$70.9K |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$55.5K |
| 5 |
GE Aerospace
GE
|
$44.1K |
Sector Composition
| 1 | Technology | 11.83% |
| 2 | Communication Services | 10.61% |
| 3 | Energy | 9.69% |
| 4 | Consumer Staples | 8.81% |
| 5 | Healthcare | 7.97% |
