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
$271M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$661K
3
+$433K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$376K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$337K

Top Sells

1
+$151K
2
+$101K
3
+$91.9K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$84.7K
5
MO icon
Altria Group
MO
+$72.1K

Sector Composition

1 Technology 13.65%
2 Communication Services 11.69%
3 Healthcare 6.2%
4 Energy 6.17%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$453K 0.17%
5,921
+4
102
$451K 0.17%
29,270
103
$440K 0.16%
15,090
104
$388K 0.14%
9,746
+1
105
$385K 0.14%
6,926
106
$377K 0.14%
8,787
107
$374K 0.14%
7,340
108
$369K 0.14%
5,861
109
$368K 0.14%
52,400
+7,800
110
$337K 0.12%
+5,980
111
$333K 0.12%
4,421
+3
112
$323K 0.12%
2,764
+12
113
$319K 0.12%
4,539
+51
114
$315K 0.12%
1,193
+1
115
$308K 0.11%
7,453
116
$307K 0.11%
1,862
+300
117
$292K 0.11%
6,731
118
$289K 0.11%
3,885
119
$288K 0.11%
4,641
120
$272K 0.1%
2,096
+1
121
$258K 0.1%
+9,020
122
$256K 0.09%
+962
123
$247K 0.09%
2,228
124
$241K 0.09%
3,090
+200
125
$237K 0.09%
5,468
2 3 4
5
6