PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+1.72%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(+8.5%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
6.81%
Top 10 Holdings %
Top 10 Hldgs %
32.93%
Holding
117
New
2
Increased
58
Reduced
38
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$4.78M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.9M |
| 3 |
PNC Financial Services
PNC
|
$1.09M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.05M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.04M |
Top Sells
| 1 |
MRO
Marathon Oil Corporation
MRO
|
$285K |
| 2 |
Exxon Mobil
XOM
|
$279K |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$237K |
| 4 |
ConocoPhillips
COP
|
$223K |
| 5 |
Walmart
WMT
|
$217K |
Sector Composition
| 1 | Technology | 10.33% |
| 2 | Communication Services | 9.66% |
| 3 | Energy | 8.59% |
| 4 | Consumer Staples | 8.45% |
| 5 | Healthcare | 7.87% |
