Private Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Private Wealth Advisors, LLC | Institutional Filer | ▲ 14.59% | $355.6M | 95 |
Current Portfolio Holdings
Showing all 95 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | — | 130K | $56.1M | 15.77% |
| 2 | XLF | Financial Select Sector SPDR Fund | — | 248K | $12.2M | 3.44% |
| 3 | ADM | Archer-Daniels-Midland Company | Consumer Defensive | 153K | $11.1M | 3.12% |
| 4 | NKE | NIKE, Inc. | Consumer Cyclical | 188K | $9.9M | 2.79% |
| 5 | XLV | Health Care Select Sector SPDR Fund | — | 66K | $9.7M | 2.73% |
| 6 | XLB | Materials Select Sector SPDR Fund | — | 184K | $9.2M | 2.59% |
| 7 | VPL | VANGUARD INTL EQUITY INDEX F | — | 90K | $8.8M | 2.47% |
| 8 | DEM | WISDOMTREE TR | — | 172K | $8.6M | 2.41% |
| 9 | XLI | Industrial Select Sector SPDR Fund | — | 50K | $8.0M | 2.25% |
| 10 | XLY | Consumer Discretionary Select Sector SPDR Fund | — | 73K | $7.9M | 2.22% |
| 11 | VTV | VANGUARD INDEX FDS | — | 38K | $7.4M | 2.08% |
| 12 | XLP | Consumer Staples Select Sector SPDR Fund | — | 89K | $7.3M | 2.06% |
| 13 | IEUR | ISHARES TR | — | 100K | $7.0M | 1.98% |
| 14 | EWJ | ISHARES INC | — | 83K | $7.0M | 1.96% |
| 15 | IVW | ISHARES TR | — | 61K | $6.9M | 1.94% |
Showing 1 to 15 of 95 holdings