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
$244M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$206K
3
+$200K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$196K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$194K

Top Sells

1
+$223K
2
+$201K
3
+$167K
4
MET icon
MetLife
MET
+$151K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$150K

Sector Composition

1 Technology 11.18%
2 Communication Services 11.01%
3 Financials 7.17%
4 Consumer Staples 6.56%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$395K 0.16%
9,716
102
$394K 0.16%
16,590
-330
103
$390K 0.16%
2,793
+276
104
$374K 0.15%
4,619
+801
105
$371K 0.15%
5,008
-44
106
$370K 0.15%
4,310
+250
107
$345K 0.14%
4,488
108
$330K 0.14%
6,655
+1,010
109
$322K 0.13%
1,863
110
$313K 0.13%
4,916
111
$310K 0.13%
8,868
-824
112
$305K 0.13%
2,542
113
$290K 0.12%
5,160
114
$266K 0.11%
1,190
-85
115
$262K 0.11%
1,029
116
$246K 0.1%
4,164
+3
117
$245K 0.1%
1,805
118
$240K 0.1%
6,450
-465
119
$230K 0.09%
9,170
-580
120
$225K 0.09%
8,036
121
$213K 0.09%
3,090
122
$207K 0.09%
5,462
-525
123
$206K 0.08%
+5,469
124
$200K 0.08%
+2,890
125
– –
-26,850
1 2 3 4
5