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
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$7.74M
3
+$7.33M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.76M
5
XOM icon
Exxon Mobil
XOM
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.17%
2 Consumer Staples 9.73%
3 Healthcare 9.51%
4 Industrials 7.49%
5 Energy 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$246K 0.15%
+3,860
102
$244K 0.15%
+3,960
103
$242K 0.15%
+4,845
104
$237K 0.15%
+18,451
105
$235K 0.15%
+4,213
106
$232K 0.14%
+8,247
107
$232K 0.14%
+7,579
108
$210K 0.13%
+18,030
109
$210K 0.13%
+5,196
110
$209K 0.13%
+8,436
111
$201K 0.13%
+7,571
1 2 3 4
5