PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
-7.19%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(-9.3%)
Cap. Flow
-$3.81M
Cap. Flow
% of AUM
-1.91%
Top 10 Holdings %
Top 10 Hldgs %
32.94%
Holding
138
New
3
Increased
55
Reduced
52
Closed
8
Top Buys
| 1 |
Gilead Sciences
GILD
|
$1.49M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.08M |
| 3 |
Procter & Gamble
PG
|
$964K |
| 4 |
Under Armour
UAA
|
$943K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$779K |
Top Sells
| 1 |
S&T Bancorp
STBA
|
$2.3M |
| 2 |
Qualcomm
QCOM
|
$1.93M |
| 3 |
STJ
St Jude Medical
STJ
|
$1.49M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.23M |
| 5 |
Diageo
DEO
|
$1.17M |
Sector Composition
| 1 | Technology | 15.34% |
| 2 | Communication Services | 9.02% |
| 3 | Healthcare | 8.84% |
| 4 | Energy | 7.6% |
| 5 | Consumer Staples | 6.58% |
