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
$184M
AUM Growth
+$683K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.04M
4
AEHR icon
Aehr Test Systems
AEHR
+$389K
5
GE icon
GE Aerospace
GE
+$233K

Top Sells

1
+$1.85M
2
+$1.08M
3
+$545K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$280K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$218K

Sector Composition

1 Technology 19.58%
2 Healthcare 9.58%
3 Industrials 8.83%
4 Consumer Staples 7.98%
5 Energy 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.46M 5.15%
493,724
-5,460
2
$8.2M 4.46%
43,871
-1,011
3
$7.22M 3.93%
82,404
-1,747
4
$6.31M 3.43%
281,386
-4,511
5
$5.54M 3.01%
56,713
-171
6
$5.2M 2.83%
52,896
-478
7
$4.78M 2.6%
141,438
-16,100
8
$4.36M 2.37%
55,224
-404
9
$4.33M 2.36%
220,956
+213
10
$3.9M 2.12%
31,447
+1,875
11
$3.81M 2.07%
137,273
-843
12
$3.8M 2.07%
101,991
-321
13
$3.44M 1.87%
58,854
+341
14
$2.99M 1.63%
115,749
-1,324
15
$2.91M 1.59%
53,800
-94
16
$2.77M 1.51%
42,642
-102
17
$2.73M 1.49%
70,741
-665
18
$2.7M 1.47%
36,736
-319
19
$2.62M 1.43%
30,154
-102
20
$2.49M 1.36%
60,949
+130
21
$2.48M 1.35%
90,371
-1,543
22
$2.45M 1.34%
46,895
-66
23
$2.4M 1.3%
64,058
-450
24
$2.37M 1.29%
23,891
-192
25
$2.29M 1.25%
32,868
-698
1
2 3 4 5