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
$178M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$1.31M
3
+$847K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$474K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$292K

Top Sells

1
+$8.05M
2
+$2.57M
3
+$1.97M
4
AEHR icon
Aehr Test Systems
AEHR
+$1.75M
5
CELG
Celgene Corp
CELG
+$1.67M

Sector Composition

1 Technology 12.18%
2 Communication Services 10.62%
3 Energy 8.95%
4 Healthcare 8.56%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-17,488
127
– –
-4,677
128
– –
-4,112
129
– –
-15,389
130
– –
-127,927
131
– –
-86,693
132
– –
-18,828
2 3 4 5
6