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Private Wealth Advisors, Inc.13F | |
| Private Wealth Advisors, Inc. | |
| Last update 2021-02-09 | 123 Stocks (16 new) |
| Value $175.00 Mil | Turnover 9 % |
Private Wealth Advisors, Inc. Top Holdings of 2020-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 150,104 | 19,917.0 | +2.45% | 11.350 | +0.27% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 63,940 | 10,414.0 | -4.28% | 5.930 | -0.29% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 104,040 | 9,117.0 | -7.24% | 5.200 | -0.38% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
QQQ | PowerShares QQQ Trust Ser 1 | 28,170 | 8,838.0 | -8.17% | 5.040 | -0.45% | 0.010 | +23.56% | +9.08% | 357,232.3 | ||
MSFT | Microsoft Corp | 34,117 | 7,588.0 | -2.07% | 4.320 | -0.10% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
IVV | iShares Core S&P 500 ETF | 17,606 | 6,609.0 | -0.87% | 3.770 | -0.03% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
SPY | S&P 500 ETF TRUST ETF | 16,232 | 6,069.0 | -12.64% | 3.460 | -0.50% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
WMT | Walmart Inc | 97,644 | 4,692.0 | -12.07% | 2.670 | -0.40% | 0.000 | +12.99% | +9.43% | 784,953.9 | Retail - Defensive | |
IVW | iShares S&P 500 Growth ETF | 70,838 | 4,521.0 | +350.45% | 2.580 | +2.01% | 0.010 | +24.45% | +9.38% | 61,026.0 | ||
VZ | Verizon Communications Inc | 67,963 | 3,993.0 | +3.97% | 2.280 | +0.09% | 0.000 | -3.01% | +12.61% | 183,617.9 | Telecommunication Services |
Private Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns
Private Wealth Advisors, Inc. Total Holding History ($B)
Private Wealth Advisors, Inc.'s Asset Allocation
Private Wealth Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Private Wealth Advisors, Inc.'s Hypothetical Growth since 2020-12-31
Private Wealth Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Private Wealth Advisors, Inc.'s Holdings Heat Map
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Private Wealth Advisors, Inc.'s Holdings Bubble Chart
Private Wealth Advisors, Inc. News
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