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
$132M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$703K
3
+$550K
4
OTIS icon
Otis Worldwide
OTIS
+$342K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$265K

Top Sells

1
+$5.03M
2
+$3.87M
3
+$3.58M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.17M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.76M

Sector Composition

1 Technology 18.09%
2 Communication Services 15.51%
3 Consumer Discretionary 11.6%
4 Consumer Staples 9.53%
5 Healthcare 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,955
127
– –
-4,012
128
– –
-16,507
129
– –
-8,900
130
– –
-3,520
2 3 4 5
6