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
$271M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$151K
2 +$101K
3 +$91.9K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$84.7K
5
MO icon
Altria Group
MO
+$72.1K

Sector Composition

1 Technology 13.65%
2 Communication Services 11.69%
3 Healthcare 6.2%
4 Energy 6.17%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$229K 0.08%
+4,090
127
$224K 0.08%
8,036
128
$223K 0.08%
1,826
129
$215K 0.08%
+6,000
130
$214K 0.08%
+3,024
131
$201K 0.07%
+1,284