PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+12.49%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+13%)
Cap. Flow
+$5.38M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
46.61%
Holding
121
New
16
Increased
26
Reduced
59
Closed
6
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$3.52M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.62M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.26M |
| 4 |
iShares Biotechnology ETF
IBB
|
$1.21M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$962K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$878K |
| 2 |
Cisco
CSCO
|
$841K |
| 3 |
Invesco QQQ Trust
QQQ
|
$786K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$712K |
| 5 |
Walmart
WMT
|
$644K |
Sector Composition
| 1 | Technology | 19.53% |
| 2 | Communication Services | 13.05% |
| 3 | Consumer Discretionary | 10.5% |
| 4 | Consumer Staples | 7.94% |
| 5 | Financials | 6.46% |
