PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+1.75%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+3.3%)
Cap. Flow
+$4.89M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
32.97%
Holding
135
New
14
Increased
30
Reduced
70
Closed
3
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.97M |
| 2 |
Union Pacific
UNP
|
$1.24M |
| 3 |
JKS
JinkoSolar
JKS
|
$1.16M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.12M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.06M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$1.29M |
| 2 |
Emerson Electric
EMR
|
$1.13M |
| 3 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$1.02M |
| 4 |
Johnson & Johnson
JNJ
|
$1.01M |
| 5 |
Invesco QQQ Trust
QQQ
|
$982K |
Sector Composition
| 1 | Technology | 17.46% |
| 2 | Healthcare | 9.18% |
| 3 | Communication Services | 7.96% |
| 4 | Consumer Staples | 6.58% |
| 5 | Energy | 6.49% |
