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
$251M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$430K
3
+$426K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$409K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$262K

Top Sells

1
+$5.92M
2
+$303K
3
+$266K
4
GS icon
Goldman Sachs
GS
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$162K

Sector Composition

1 Technology 12.69%
2 Communication Services 12.32%
3 Energy 6.68%
4 Financials 6.14%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$414K 0.16%
15,090
-1,500
102
$409K 0.16%
5,917
-696
103
$396K 0.16%
7,340
+1,000
104
$386K 0.15%
6,926
-145
105
$377K 0.15%
9,745
106
$360K 0.14%
8,787
-775
107
$331K 0.13%
5,861
+1
108
$307K 0.12%
4,418
+3
109
$306K 0.12%
4,488
110
$299K 0.12%
7,453
+1
111
$292K 0.12%
2,752
112
$291K 0.12%
6,731
113
$290K 0.12%
1,562
-201
114
$289K 0.12%
1,192
115
$279K 0.11%
2,095
+1
116
$276K 0.11%
3,885
117
$264K 0.11%
44,600
118
$257K 0.1%
4,641
-200
119
$231K 0.09%
8,036
120
$231K 0.09%
+2,228
121
$221K 0.09%
5,468
-1
122
$208K 0.08%
2,890
123
$201K 0.08%
+1,826
124
– –
-803
125
– –
-10,300
2 3 4
5
6