PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+0.02%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+3%)
Cap. Flow
+$8.86M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
32.06%
Holding
140
New
8
Increased
61
Reduced
42
Closed
5
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.42M |
| 2 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
$1.02M |
| 3 |
Starbucks
SBUX
|
$973K |
| 4 |
TWTR
Twitter, Inc.
TWTR
|
$608K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$579K |
Top Sells
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$458K |
| 2 |
Corning
GLW
|
$303K |
| 3 |
Apple
AAPL
|
$288K |
| 4 |
Direxion Daily Energy Bull 2X Shares
ERX
|
$246K |
| 5 |
iShares Global Financials ETF
IXG
|
$233K |
Sector Composition
| 1 | Technology | 16.42% |
| 2 | Healthcare | 8.73% |
| 3 | Communication Services | 7.99% |
| 4 | Energy | 7.53% |
| 5 | Consumer Staples | 6.18% |
