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
$251M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$430K
3
+$426K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$409K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$262K

Top Sells

1
+$5.92M
2
+$303K
3
+$266K
4
GS icon
Goldman Sachs
GS
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$162K

Sector Composition

1 Technology 12.69%
2 Communication Services 12.32%
3 Energy 6.68%
4 Financials 6.14%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$836K 0.33%
10,322
77
$834K 0.33%
25,420
-153
78
$814K 0.32%
7,524
+103
79
$766K 0.31%
9,491
+250
80
$747K 0.3%
21,712
+1,354
81
$746K 0.3%
20,442
-165
82
$743K 0.3%
6,750
+570
83
$725K 0.29%
8,534
-239
84
$714K 0.28%
2,012
+1
85
$696K 0.28%
8,386
+2,820
86
$682K 0.27%
3,495
+1
87
$682K 0.27%
5,384
88
$644K 0.26%
10,562
+459
89
$628K 0.25%
46,808
-3,300
90
$625K 0.25%
4,605
91
$576K 0.23%
3,522
92
$576K 0.23%
4,327
+1
93
$539K 0.21%
5,192
-290
94
$530K 0.21%
3,744
95
$524K 0.21%
6,170
+445
96
$479K 0.19%
10,826
+5
97
$471K 0.19%
5,772
+764
98
$457K 0.18%
29,270
99
$425K 0.17%
1,266
100
$423K 0.17%
8,855
+1,600
2 3
4
5 6