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
$258M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$555K
2
+$454K
3
+$375K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$373K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$348K

Top Sells

1
+$2.32M
2
+$464K
3
+$245K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$243K
5
PPL icon
PPL Corp
PPL
+$207K

Sector Composition

1 Technology 11.6%
2 Communication Services 11.13%
3 Consumer Staples 6.69%
4 Energy 6.57%
5 Financials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.08%
+3,650
127
– –
-1,805
128
– –
-5,462
2 3 4 5
6