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
$244M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$206K
3
+$200K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$196K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$194K

Top Sells

1
+$223K
2
+$201K
3
+$167K
4
MET icon
MetLife
MET
+$151K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$150K

Sector Composition

1 Technology 11.18%
2 Communication Services 11.01%
3 Financials 7.17%
4 Consumer Staples 6.56%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$833K 0.34%
9,246
+244
77
$823K 0.34%
7,241
78
$816K 0.34%
7,351
+25
79
$808K 0.33%
21,568
-96
80
$773K 0.32%
10,126
+64
81
$737K 0.3%
5,912
-109
82
$723K 0.3%
20,455
-231
83
$719K 0.3%
21,239
+2,404
84
$677K 0.28%
40,135
-2,350
85
$651K 0.27%
1,996
-20
86
$643K 0.26%
7,820
87
$596K 0.24%
5,482
+590
88
$587K 0.24%
11,332
+4
89
$582K 0.24%
5,276
90
$560K 0.23%
7,226
-300
91
$524K 0.22%
9,826
+101
92
$518K 0.21%
10,265
+3,839
93
$517K 0.21%
4,788
+911
94
$509K 0.21%
2,013
+480
95
$476K 0.2%
3,522
-24
96
$443K 0.18%
3,818
-77
97
$436K 0.18%
6,944
-295
98
$435K 0.18%
2,659
+435
99
$409K 0.17%
6,926
100
$400K 0.16%
7,540
1 2 3
4
5