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
$282M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$783K
3
+$646K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$604K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$522K

Top Sells

1
+$724K
2
+$200K
3
+$183K
4
XOM icon
Exxon Mobil
XOM
+$180K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$177K

Sector Composition

1 Technology 12.25%
2 Communication Services 11.46%
3 Consumer Discretionary 7.33%
4 Financials 6.04%
5 Healthcare 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$905K 0.32%
15,582
+1,300
77
$902K 0.32%
10,726
78
$858K 0.3%
10,758
+4
79
$854K 0.3%
7,473
80
$848K 0.3%
11,508
81
$831K 0.29%
11,434
+200
82
$808K 0.29%
4,934
83
$795K 0.28%
16,060
84
$783K 0.28%
3,675
+50
85
$755K 0.27%
5,384
86
$754K 0.27%
4,398
+2
87
$737K 0.26%
9,383
+175
88
$719K 0.25%
7,610
+1,010
89
$688K 0.24%
7,934
+230
90
$662K 0.23%
4,855
-132
91
$643K 0.23%
3,803
92
$612K 0.22%
15,399
-858
93
$610K 0.22%
1,721
94
$607K 0.22%
1,666
+101
95
$562K 0.2%
10,699
-170
96
$539K 0.19%
45,808
-1,000
97
$535K 0.19%
7,200
98
$532K 0.19%
17,600
99
$531K 0.19%
11,280
+75
100
$521K 0.18%
11,803
2 3
4
5 6