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
$271M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$661K
3
+$433K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$376K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$337K

Top Sells

1
+$151K
2
+$101K
3
+$91.9K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$84.7K
5
MO icon
Altria Group
MO
+$72.1K

Sector Composition

1 Technology 13.65%
2 Communication Services 11.69%
3 Healthcare 6.2%
4 Energy 6.17%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$896K 0.33%
25,297
-123
77
$880K 0.33%
16,311
-275
78
$870K 0.32%
30,575
-800
79
$841K 0.31%
10,056
-266
80
$826K 0.31%
7,131
+381
81
$775K 0.29%
10,562
82
$773K 0.29%
+13,162
83
$760K 0.28%
9,320
-171
84
$740K 0.27%
4,855
+250
85
$739K 0.27%
2,012
86
$734K 0.27%
8,438
-96
87
$730K 0.27%
8,386
88
$724K 0.27%
3,495
89
$717K 0.26%
20,076
-366
90
$711K 0.26%
5,384
91
$632K 0.23%
4,330
+3
92
$610K 0.23%
3,744
93
$599K 0.22%
3,522
94
$595K 0.22%
46,808
95
$532K 0.2%
5,880
-290
96
$526K 0.19%
10,905
+2,050
97
$523K 0.19%
1,406
+140
98
$517K 0.19%
4,742
-450
99
$482K 0.18%
5,772
100
$467K 0.17%
10,869
+43
2 3
4
5 6