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
$251M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$5.92M
2 +$303K
3 +$266K
4
GS icon
Goldman Sachs
GS
+$202K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$162K

Sector Composition

1 Technology 12.69%
2 Communication Services 12.32%
3 Energy 6.68%
4 Financials 6.14%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-36,980