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
$188M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$779K
3
+$639K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$390K
5
DIG icon
ProShares Ultra Energy
DIG
+$328K

Top Sells

1
+$168K
2
+$117K
3
+$70.9K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$55.5K
5
GE icon
GE Aerospace
GE
+$44.2K

Sector Composition

1 Technology 11.83%
2 Communication Services 10.61%
3 Energy 9.69%
4 Consumer Staples 8.81%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$622K 0.33%
6,005
77
$616K 0.33%
5,605
+2
78
$612K 0.33%
9,860
-554
79
$598K 0.32%
7,557
+1,099
80
$545K 0.29%
4,892
81
$540K 0.29%
9,923
+71
82
$535K 0.28%
9,026
+229
83
$521K 0.28%
9,119
-118
84
$491K 0.26%
6,417
85
$409K 0.22%
3,546
86
$399K 0.21%
11,534
+1,112
87
$385K 0.21%
9,211
-20
88
$385K 0.21%
9,608
+75
89
$374K 0.2%
4,762
90
$370K 0.2%
5,196
91
$367K 0.2%
8,205
92
$364K 0.19%
2,061
+16
93
$355K 0.19%
3,367
94
$348K 0.19%
12,020
+280
95
$336K 0.18%
8,323
-284
96
$333K 0.18%
1,504
97
$330K 0.18%
5,320
98
$328K 0.17%
+8,492
99
$325K 0.17%
24,002
+1,511
100
$311K 0.17%
4,138
+400
1 2 3
4
5