PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
-0.42%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(-2.6%)
Cap. Flow
-$3.25M
Cap. Flow
% of AUM
-1.71%
Top 10 Holdings %
Top 10 Hldgs %
33.23%
Holding
126
New
1
Increased
42
Reduced
51
Closed
5
Top Buys
| 1 |
S&T Bancorp
STBA
|
$843K |
| 2 |
Chevron
CVX
|
$344K |
| 3 |
Under Armour
UAA
|
$225K |
| 4 |
Aehr Test Systems
AEHR
|
$154K |
| 5 |
Exxon Mobil
XOM
|
$133K |
Top Sells
| 1 |
ProShares Ultra Semiconductors
USD
|
$2.26M |
| 2 |
Caterpillar
CAT
|
$511K |
| 3 |
SPDR Gold Trust
GLD
|
$245K |
| 4 |
CEQP
Crestwood Equity Partners LP
CEQP
|
$223K |
| 5 |
Apple
AAPL
|
$214K |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Healthcare | 9.76% |
| 3 | Consumer Staples | 8.04% |
| 4 | Industrials | 7.17% |
| 5 | Energy | 6.34% |