Equal-WT
WhaleScore 2.0
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Private Wealth Advisors is based out of Fresno. Private Wealth Advisors is a large advisory firm with 556 clients and discretionary assets under management (AUM) of $349,032,473 (Form ADV from 2023-07-25). Their last reported 13F filing for Q4 2023 included $256,403,760 in managed 13F securities
and a top 10 holdings concentration of 47.17%. Private Wealth Advisors's largest holding is SSgA SPDR Gold Shares with shares held of 103,243. Whalewisdom has at least 22 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
GLD SSgA SPDR Gold Share (PUT) | 7.48% |
SPTS SPDR Bloomberg Barcl | 3.71% |
PDBA Invesco Agriculture | 3.56% |
DEM WisdomTree Emerging | 2.73% |
XLRE The Real Estate Sele | 1.59% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
DBA Invesco DB Agricultu | 4.52% |
VGIT VANGUARD INTERMEDIAT | 2.49% |
TLT iShares 20+ Year Tre | 2.04% |
XBI SPDR(R) S&P(R) Biote | 1.76% |
VPL VANGUARD PACIFIC STO | 1.51% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
GLD SSgA SPDR Gold Share | 7.7% |
GLD SSgA SPDR Gold Share | 7.48% |
VPL VANGUARD PACIFIC STO | 5.81% |
XLV The Health Care Sele | 4.57% |
XLP The Consumer Staples | 4.33% |
2023-12-31
13F Activity
Market Value | $256m, Prior: $236m |
New Purchases | 9 stocks |
Added To | 13 stocks |
Sold out of | 15 stocks |
Reduced holdings in | 46 stocks |
Top 10 Holdings % | 47.17% |
Turnover %[1] | 33.8% |
Turnover Alt %[2] | 19.68% |
Time Held Top 20 | 9.3 quarters |
Time Held Top 10 | 6.6 quarters |
Time Held All | 12.2 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31