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
$282M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$783K
3
+$646K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$604K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$522K

Top Sells

1
+$724K
2
+$200K
3
+$183K
4
XOM icon
Exxon Mobil
XOM
+$180K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$498K 0.18%
4,267
102
$485K 0.17%
118,080
+26,840
103
$468K 0.17%
5,357
-885
104
$452K 0.16%
15,090
105
$447K 0.16%
5,722
+1,548
106
$434K 0.15%
8,060
107
$405K 0.14%
29,270
108
$400K 0.14%
5,177
+75
109
$380K 0.13%
6,255
110
$367K 0.13%
6,475
+1,065
111
$360K 0.13%
7,505
112
$357K 0.13%
5,356
+5
113
$356K 0.13%
2,101
+30
114
$350K 0.12%
9,745
115
$333K 0.12%
1,363
+445
116
$327K 0.12%
8,375
+625
117
$318K 0.11%
5,160
118
$308K 0.11%
14,213
-2,085
119
$297K 0.11%
7,433
-20
120
$287K 0.1%
1,403
121
$286K 0.1%
2,770
+4
122
$279K 0.1%
+2,114
123
$271K 0.1%
2,192
+342
124
$270K 0.1%
+1,060
125
$266K 0.09%
3,024
2 3 4
5
6