Portfolio (Quarterly)
Guide ↗
PFW Advisors LLC
· CIK 0001989744| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PSX | PHILLIPS 66 | Energy | 16,771 | $3.1M | 0.96% | SOLD |
| 2 | MKC | MCCORMICK & CO INC | Consumer Defensive | 10,601 | $535K | 0.17% | SOLD |
| 3 | COP | CONOCOPHILLIPS | Energy | 1,844 | $243K | 0.08% | SOLD |
| 4 | CVX | CHEVRON CORPORATION | Energy | 1,057 | $219K | 0.07% | SOLD |
| 5 | NEM | NEWMONT CORP | Basic Materials | 1,928 | $209K | 0.07% | SOLD |
| 6 | FCN | FTI CONSULTING INC | Industrials | 1,161 | $205K | 0.07% | SOLD |
| 7 | MANH | MANHATTAN ASSOCIATES INC | Technology | 1,534 | $204K | 0.06% | SOLD |
Sector Allocation
Consumer Defensive
25.5%
Basic Materials
20.5%
Technology
16.2%
Financial Services
10.7%
Healthcare
7.3%
Industrials
5.9%
Consumer Cyclical
5.9%
Utilities
3.8%
Communication Services
2.2%
Real Estate
1.8%