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
$234M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$918K
3
+$639K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$576K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$562K

Top Sells

1
+$877K
2
+$810K
3
+$474K
4
AAPL icon
Apple
AAPL
+$459K
5
MRO
Marathon Oil Corporation
MRO
+$456K

Sector Composition

1 Technology 10.98%
2 Communication Services 10.83%
3 Consumer Staples 7.13%
4 Financials 7.06%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-20,213
127
– –
-10,916
128
– –
-7,349
129
– –
-28,889
2 3 4 5
6