PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
1-Year Est. Return
29.05%
This Fund
S&P 500
1 Year Est. Return
+29.05%
AUM
$156M
AUM Growth
+$9.52M
(+6.5%)
Holding
107
Top Buys
| 1 | +$871K | |
| 2 | +$345K | |
| 3 | +$284K | |
| 4 |
Tesla
TSLA
|
+$279K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$258K |
Top Sells
| 1 | +$2.65M | |
| 2 | +$1.37M | |
| 3 | +$475K | |
| 4 |
Apple
AAPL
|
+$421K |
| 5 |
Bank of America
BAC
|
+$401K |
Sector Composition
| 1 | Technology | 20.23% |
| 2 | Communication Services | 13.14% |
| 3 | Consumer Discretionary | 11.72% |
| 4 | Consumer Staples | 8.96% |
| 5 | Healthcare | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab US Large- Cap ETF
SCHX
$61.9B
| $203K | 0.13% |
+15,120
|
|
||
102
Huntington Bancshares
HBAN
$32.4B
| $118K | 0.08% |
12,871
|
|
||
|
AMRN
103
Amarin Corp
AMRN
$309M
| $51K | 0.03% |
+600
|
|
||
104
AmeriServ Financial
ASRV
$61.6M
| $38K | 0.02% |
13,483
|
|
||
|
TMDI
105
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
| $8K | 0.01% |
11,000
|
|
||
106
Target
TGT
$55.1B
| – | – |
-1,759
|
|
||
107
WisdomTree US MidCap Fund
EZM
$832M
| – | – |
-6,751
|
|