PRIVATE WEALTH ADVISORS, LLC

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Private Wealth Advisors is based out of Fresno. Private Wealth Advisors is a large advisory firm with 524 clients and discretionary assets under management (AUM) of $237,848,977 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $153,485,000 in managed 13F securities and a top 10 holdings concentration of 61.46%. Private Wealth Advisors's largest holding is SPDR Materials Select Sector ETF with shares held of 265,572. Whalewisdom has at least 3 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $153.485 Million
  • Prior Market Value $146.861 Million
  • New Purchases8 stocks
  • Additional Purchases28 stocks
  • Sold out of2 stocks
  • Reduced holdings in26 stocks
  • Top 10 Holdings % 61.46 %
  • Turnover % [1]:15.38%
  • Turnover Alt % [2]: 4.97 %
  • Time Held Top20:2.00 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:1.75 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.


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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PRIVATE WEALTH ADVISORS
7447 N. FIRST STREET SUITE 202
FRESNO CA    93720
Country: United States

Business Phone: 559-451-3463
Fax: 559-432-1938
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 524
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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