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
$190M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$344K
3
+$225K
4
AEHR icon
Aehr Test Systems
AEHR
+$154K
5
XOM icon
Exxon Mobil
XOM
+$133K

Top Sells

1
+$2.26M
2
+$511K
3
+$245K
4
CEQP
Crestwood Equity Partners LP
CEQP
+$223K
5
AAPL icon
Apple
AAPL
+$214K

Sector Composition

1 Technology 19.69%
2 Healthcare 9.76%
3 Consumer Staples 8.04%
4 Industrials 7.17%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 6.41%
482,884
-8,496
2
$8.56M 4.51%
43,437
-229
3
$7.89M 4.16%
79,865
-989
4
$5.73M 3.02%
227,762
-7,706
5
$5.63M 2.97%
52,804
-148
6
$5.5M 2.9%
58,442
+1,417
7
$5.13M 2.71%
144,314
-20
8
$4.43M 2.34%
217,948
-2,991
9
$4.04M 2.13%
54,081
-889
10
$3.99M 2.1%
137,376
-1,464
11
$3.82M 2.01%
31,098
-579
12
$3.76M 1.98%
58,876
-224
13
$3.53M 1.86%
101,208
-294
14
$3.03M 1.6%
53,613
-220
15
$2.99M 1.58%
31,588
-1,040
16
$2.97M 1.56%
64,633
+575
17
$2.91M 1.53%
83,625
-1,601
18
$2.9M 1.53%
68,056
-880
19
$2.77M 1.46%
42,388
-139
20
$2.69M 1.42%
92,018
-567
21
$2.57M 1.35%
30,031
-492
22
$2.46M 1.3%
104,972
+35,911
23
$2.43M 1.28%
45,797
-1,124
24
$2.41M 1.27%
36,199
-537
25
$2.28M 1.2%
59,649
-790
1
2 3 4 5