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
$195M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$923K
3
+$235K
4
HD icon
Home Depot
HD
+$232K
5
AA icon
Alcoa
AA
+$222K

Top Sells

1
+$1.14M
2
+$1.04M
3
+$943K
4
ROK icon
Rockwell Automation
ROK
+$243K
5
PFE icon
Pfizer
PFE
+$210K

Sector Composition

1 Technology 18.88%
2 Healthcare 9.65%
3 Consumer Staples 7.9%
4 Industrials 7.82%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.15%
3,546
102
$284K 0.15%
18,468
103
$284K 0.15%
6,024
104
$273K 0.14%
7,310
105
$268K 0.14%
8,102
-145
106
$267K 0.14%
1,590
107
$263K 0.13%
7,382
+950
108
$260K 0.13%
4,339
-25
109
$255K 0.13%
8,163
-2,667
110
$245K 0.13%
1,911
-109
111
$244K 0.13%
3,013
112
$242K 0.12%
5,486
-761
113
$242K 0.12%
1,504
114
$240K 0.12%
4,108
+70
115
$235K 0.12%
+2,344
116
$232K 0.12%
+2,871
117
$223K 0.11%
1,500
118
$222K 0.11%
+6,193
119
$218K 0.11%
1,724
120
$218K 0.11%
8,694
121
$216K 0.11%
+4,044
122
$210K 0.11%
4,200
123
$204K 0.1%
+3,568
124
$202K 0.1%
+3,029
125
$200K 0.1%
7,000
2 3 4
5
6