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
$195M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$923K
3
+$235K
4
HD icon
Home Depot
HD
+$232K
5
AA icon
Alcoa
AA
+$222K

Top Sells

1
+$1.14M
2
+$1.04M
3
+$943K
4
ROK icon
Rockwell Automation
ROK
+$243K
5
PFE icon
Pfizer
PFE
+$210K

Sector Composition

1 Technology 18.88%
2 Healthcare 9.65%
3 Consumer Staples 7.9%
4 Industrials 7.82%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,876
127
– –
-1,955
128
– –
-29,160
2 3 4 5
6