PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+3.37%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+9%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
5.67%
Top 10 Holdings %
Top 10 Hldgs %
34.82%
Holding
125
New
4
Increased
52
Reduced
46
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.91M |
| 2 |
iShares US Oil Equipment & Services ETF
IEZ
|
$1.7M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.36M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.36M |
| 5 |
Walt Disney
DIS
|
$1.11M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$1.45M |
| 2 |
Philip Morris
PM
|
$992K |
| 3 |
APA Corp
APA
|
$696K |
| 4 |
Dominion Energy
D
|
$493K |
| 5 |
Freeport-McMoran
FCX
|
$357K |
Sector Composition
| 1 | Technology | 18.22% |
| 2 | Healthcare | 9.71% |
| 3 | Communication Services | 7.82% |
| 4 | Consumer Staples | 7.09% |
| 5 | Industrials | 6.75% |
