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
$220M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.02M
3
+$608K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$579K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$444K

Top Sells

1
+$458K
2
+$303K
3
+$288K
4
ERX icon
Direxion Daily Energy Bull 2X Shares
ERX
+$246K
5
IXG icon
iShares Global Financials ETF
IXG
+$233K

Sector Composition

1 Technology 16.42%
2 Healthcare 8.73%
3 Communication Services 7.99%
4 Energy 7.53%
5 Consumer Staples 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.11%
7,838
+322
127
$241K 0.11%
+1,892
128
$235K 0.11%
1,724
129
$232K 0.11%
+7,416
130
$223K 0.1%
4,634
131
$222K 0.1%
1,425
132
$220K 0.1%
9,294
+375
133
$209K 0.09%
+2,436
134
$208K 0.09%
+6,561
135
$203K 0.09%
+4,044
136
– –
-6,443
137
– –
-449
138
– –
-13,353
139
– –
-4,096
140
– –
-4,575
2 3 4 5
6