Asset Manager
← All Institutions
Principia Wealth Advisory, LLC
Market Value
$0
-100.0%
Holdings
992
-35
New Purchases
0
Added To
0
Closed
992
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 69 | $0 | 0% |
| Large Cap | 681 | $0 | 0% |
| Mid Cap | 204 | $0 | 0% |
| Small Cap | 28 | $0 | 0% |
| Micro Cap | 10 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$90.7B
Median Market Cap
$22.6B
Avg P/E
34.5
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
892
# ETFs / Funds
100
Top Holdings (992 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ACN | —% | — | — | — | -$10K | -36 | -100.0% | SOLD |
| 2 | ESTC | —% | — | — | — | -$75 | -1 | -100.0% | SOLD |
| 3 | ABT | —% | — | — | — | -$14K | -110 | -100.0% | SOLD |
| 4 | T | —% | — | — | — | -$9K | -380 | -100.0% | SOLD |
| 5 | YUM | —% | — | — | — | -$3K | -22 | -100.0% | SOLD |
| 6 | AVB | —% | — | — | — | -$2K | -9 | -100.0% | SOLD |
| 7 | BDX | —% | — | — | — | -$4K | -19 | -100.0% | SOLD |
| 8 | NVT | —% | — | — | — | -$714 | -7 | -100.0% | SOLD |
| 9 | EXR | —% | — | — | — | -$912 | -7 | -100.0% | SOLD |
| 10 | EXPD | —% | — | — | — | -$1K | -10 | -100.0% | SOLD |
| 11 | ALB | —% | — | — | — | -$1K | -8 | -100.0% | SOLD |
| 12 | HRB | —% | — | — | — | -$654 | -15 | -100.0% | SOLD |
| 13 | ARMK | —% | — | — | — | -$111 | -3 | -100.0% | SOLD |
| 14 | JHG | —% | — | — | — | -$1K | -22 | -100.0% | SOLD |
| 15 | NFG | —% | — | — | — | -$80 | -1 | -100.0% | SOLD |
| 16 | ATR | —% | — | — | — | -$1K | -12 | -100.0% | SOLD |
| 17 | GLW | —% | — | — | — | -$5K | -58 | -100.0% | SOLD |
| 18 | ACI | —% | — | — | — | -$86 | -5 | -100.0% | SOLD |
| 19 | ARW | —% | — | — | — | -$331 | -3 | -100.0% | SOLD |
| 20 | CB | —% | — | — | — | -$7K | -23 | -100.0% | SOLD |
| 21 | DIS | —% | — | — | — | -$9K | -82 | -100.0% | SOLD |
| 22 | CVX | —% | — | — | — | -$14K | -94 | -100.0% | SOLD |
| 23 | TMHC | —% | — | — | — | -$353 | -6 | -100.0% | SOLD |
| 24 | AN | —% | — | — | — | -$413 | -2 | -100.0% | SOLD |
| 25 | AR | —% | — | — | — | -$551 | -16 | -100.0% | SOLD |
| 26 | UBER | —% | — | — | — | -$10K | -122 | -100.0% | SOLD |
| 27 | ED | —% | — | — | — | -$2K | -17 | -100.0% | SOLD |
| 28 | LYV | —% | — | — | — | -$2K | -17 | -100.0% | SOLD |
| 29 | AIZ | —% | — | — | — | -$963 | -4 | -100.0% | SOLD |
| 30 | ARES | —% | — | — | — | -$2K | -11 | -100.0% | SOLD |
| 31 | EMN | —% | — | — | — | -$128 | -2 | -100.0% | SOLD |
| 32 | DECK | —% | — | — | — | -$311 | -3 | -100.0% | SOLD |
| 33 | FDX | —% | — | — | — | -$4K | -15 | -100.0% | SOLD |
| 34 | ALL | —% | — | — | — | -$4K | -17 | -100.0% | SOLD |
| 35 | OC | —% | — | — | — | -$224 | -2 | -100.0% | SOLD |
| 36 | BFAM | —% | — | — | — | -$913 | -9 | -100.0% | SOLD |
| 37 | MTDR | —% | — | — | — | -$721 | -17 | -100.0% | SOLD |
| 38 | AME | —% | — | — | — | -$2K | -12 | -100.0% | SOLD |
| 39 | AMP | —% | — | — | — | -$2K | -4 | -100.0% | SOLD |
| 40 | HMC | —% | — | — | — | -$2K | -65 | -100.0% | SOLD |
| 41 | CVS | —% | — | — | — | -$6K | -70 | -100.0% | SOLD |
| 42 | HPE | —% | — | — | — | -$3K | -107 | -100.0% | SOLD |
| 43 | PB | —% | — | — | — | -$69 | -1 | -100.0% | SOLD |
| 44 | GWRE | —% | — | — | — | -$1K | -7 | -100.0% | SOLD |
| 45 | AA | —% | — | — | — | -$266 | -5 | -100.0% | SOLD |
| 46 | NOW | —% | — | — | — | -$9K | -58 | -100.0% | SOLD |
| 47 | DINO | —% | — | — | — | -$2K | -33 | -100.0% | SOLD |
| 48 | WY | —% | — | — | — | -$2K | -71 | -100.0% | SOLD |
| 49 | QXO | —% | — | — | — | -$19 | -1 | -100.0% | SOLD |
| 50 | LHX | —% | — | — | — | -$3K | -11 | -100.0% | SOLD |
| 51 | BRX | —% | — | — | — | -$446 | -17 | -100.0% | SOLD |
| 52 | BMY | —% | — | — | — | -$5K | -88 | -100.0% | SOLD |
| 53 | FOUR | —% | — | — | — | -$126 | -2 | -100.0% | SOLD |
| 54 | XOM | —% | — | — | — | -$105K | -868 | -100.0% | SOLD |
| 55 | RYAN | —% | — | — | — | -$1K | -21 | -100.0% | SOLD |
| 56 | ATI | —% | — | — | — | -$230 | -2 | -100.0% | SOLD |
| 57 | BEN | —% | — | — | — | -$1K | -56 | -100.0% | SOLD |
| 58 | NOK | —% | — | — | — | -$2K | -246 | -100.0% | SOLD |
| 59 | BBVA | —% | — | — | — | -$7K | -305 | -100.0% | SOLD |
| 60 | CUBE | —% | — | — | — | -$324 | -9 | -100.0% | SOLD |
| 61 | CFG | —% | — | — | — | -$3K | -49 | -100.0% | SOLD |
| 62 | NEE | —% | — | — | — | -$106K | -1,315 | -100.0% | SOLD |
| 63 | AIG | —% | — | — | — | -$2K | -24 | -100.0% | SOLD |
| 64 | AXTA | —% | — | — | — | -$1K | -32 | -100.0% | SOLD |
| 65 | ALLE | —% | — | — | — | -$91K | -574 | -100.0% | SOLD |
| 66 | AMT | —% | — | — | — | -$1K | -7 | -100.0% | SOLD |
| 67 | SHV | —% | — | — | — | -$2M | -20,092 | -100.0% | SOLD |
| 68 | CMG | —% | — | — | — | -$1K | -38 | -100.0% | SOLD |
| 69 | BC | —% | — | — | — | -$2K | -33 | -100.0% | SOLD |
| 70 | AFG | —% | — | — | — | -$137 | -1 | -100.0% | SOLD |
| 71 | WH | —% | — | — | — | -$76 | -1 | -100.0% | SOLD |
| 72 | HWM | —% | — | — | — | -$7K | -32 | -100.0% | SOLD |
| 73 | PSX | —% | — | — | — | -$10K | -78 | -100.0% | SOLD |
| 74 | IVZ | —% | — | — | — | -$1K | -51 | -100.0% | SOLD |
| 75 | ZTS | —% | — | — | — | -$3K | -22 | -100.0% | SOLD |
| 76 | ARE | —% | — | — | — | -$294 | -6 | -100.0% | SOLD |
| 77 | VEEV | —% | — | — | — | -$1K | -5 | -100.0% | SOLD |
| 78 | D | —% | — | — | — | -$3K | -47 | -100.0% | SOLD |
| 79 | DLR | —% | — | — | — | -$3K | -18 | -100.0% | SOLD |
| 80 | IQV | —% | — | — | — | -$4K | -19 | -100.0% | SOLD |
| 81 | HLT | —% | — | — | — | -$4K | -13 | -100.0% | SOLD |
| 82 | RELX | —% | — | — | — | -$4K | -107 | -100.0% | SOLD |
| 83 | TEVA | —% | — | — | — | -$2K | -79 | -100.0% | SOLD |
| 84 | KEYS | —% | — | — | — | -$2K | -8 | -100.0% | SOLD |
| 85 | GBCI | —% | — | — | — | -$793 | -18 | -100.0% | SOLD |
| 86 | SE | —% | — | — | — | -$638 | -5 | -100.0% | SOLD |
| 87 | APD | —% | — | — | — | -$2K | -10 | -100.0% | SOLD |
| 88 | Q | —% | — | — | — | -$1K | -13 | -100.0% | SOLD |
| 89 | AVTR | —% | — | — | — | -$138 | -12 | -100.0% | SOLD |
| 90 | ZBH | —% | — | — | — | -$1K | -15 | -100.0% | SOLD |
| 91 | WTRG | —% | — | — | — | -$1K | -28 | -100.0% | SOLD |
| 92 | TRGP | —% | — | — | — | -$2K | -11 | -100.0% | SOLD |
| 93 | REXR | —% | — | — | — | -$774 | -20 | -100.0% | SOLD |
| 94 | AON | —% | — | — | — | -$4K | -10 | -100.0% | SOLD |
| 95 | BURL | —% | — | — | — | -$578 | -2 | -100.0% | SOLD |
| 96 | HUBS | —% | — | — | — | -$2K | -6 | -100.0% | SOLD |
| 97 | TREX | —% | — | — | — | -$1K | -34 | -100.0% | SOLD |
| 98 | PCOR | —% | — | — | — | -$364 | -5 | -100.0% | SOLD |
| 99 | CARR | —% | — | — | — | -$2K | -32 | -100.0% | SOLD |
| 100 | GPC | —% | — | — | — | -$2K | -13 | -100.0% | SOLD |