PWAP

Private Wealth Advisors (Pennsylvania) Portfolio holdings

AUM $175M
1-Year Est. Return 29.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$884K
2 +$367K
3 +$217K
4
AEHR icon
Aehr Test Systems
AEHR
+$159K
5
XOM icon
Exxon Mobil
XOM
+$141K

Top Sells

1 +$2.26M
2 +$547K
3 +$245K
4
CEQP
Crestwood Equity Partners LP
CEQP
+$223K
5
WOLF icon
Wolfspeed
WOLF
+$210K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.76%
3 Consumer Staples 8.04%
4 Industrials 7.17%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,500