PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+3.15%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$282M
AUM Growth
+$282M
(+5.4%)
Cap. Flow
+$7.51M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
33.35%
Holding
137
New
5
Increased
70
Reduced
26
Closed
2
Top Buys
| 1 |
Home Depot
HD
|
$1.87M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$783K |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$646K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$604K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$522K |
Top Sells
| 1 |
ProShares UltraPro S&P 500
UPRO
|
$724K |
| 2 |
DuPont de Nemours
DD
|
$200K |
| 3 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$183K |
| 4 |
Exxon Mobil
XOM
|
$180K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$177K |
Sector Composition
| 1 | Technology | 12.25% |
| 2 | Communication Services | 11.46% |
| 3 | Consumer Discretionary | 7.33% |
| 4 | Financials | 6.04% |
| 5 | Healthcare | 6.04% |
