Private Wealth Advisors, Inc. Q3 2020 vs. Q4 2020: Analyzing Changes in Investment Holdings

Investment firms are always looking for ways to maximize their returns within their portfolios. Private Wealth Advisors, Inc. is no exception. In the third quarter of 2020, they made significant investments in various organizations such as Apple Inc, Amazon.com Inc, and Alphabet Inc. However, by the fourth quarter of 2020, they made significant changes, which are worth analyzing. This blog post will examine the changes in investment holdings made by Private Wealth Advisors, Inc. between Q3 2020 and Q4 2020.

At the start of the fourth quarter of 2020, Private Wealth Advisors, Inc. managed $1.72 billion in assets under management (AUM). By the end of the quarter, the AUM had grown to $1.78 billion, indicating a growth of roughly 3.49%. It is worth noting that these changes primarily resulted from adjustments made in holdings, as opposed to new investments made by the firm.

One of the notable investments by Private Wealth Advisors, Inc. in the third quarter was Apple Inc. The firm held 146,517 shares of the company, valued at $16,968,000. However, by the fourth quarter, the firm increased its holdings in Apple Inc. to 150,104 shares, valued at $19,917,000. This represents a change of 17.4%, and it is one of the reasons for the growth in the AUM of the investment company.

Another significant change in the firm's portfolio was in Walmart Inc. In the third quarter, Private Wealth Advisors, Inc. held 37,015 shares in the company, valued at $5,179,000. However, by the fourth quarter, the firm's holdings in Walmart Inc. had decreased to 32,548 shares, valued at $4,692,000. This represents a 9.4% reduction in holdings. Similarly, the company's holdings in The Procter & Gamble Co dropped by 3.3% between the two quarters.

On the other hand, Private Wealth Advisors, Inc. increased its holdings in Emclaire Finl Corp by 22% to 66955 shares, valued at $2050. The firm also realized a significant gain in its holdings of WisdomTree Trust, as its holdings in WisdomTree Trust rose by 208.7% between Q3 2020 and Q4 2020.

Private Wealth Advisors, Inc. also made some significant changes to its holdings in the Select Sector SPDR Trust. The firm's holdings in the Select Sector SPDR Trust increased by 10.3% for the XLB fund and decreased by 5.7% for the XLV fund.

It is worth mentioning that some of the holdings in the Q3 2020 table were no longer present in Q4 2020. These included iShares Trust holding and the holdings of Berkshire Hathaway Inc Del. It is not clear why the firm chose to eliminate these holdings from their portfolios.

Conclusion

This blog has discussed the changes in holdings made by Private Wealth Advisors, Inc. between Q3 2020 and Q4 2020. These changes primarily showed a shift in the company's focus towards specific investments. By increasing its holdings in Apple Inc. and decreasing its holdings in Wal-Mart Stores, Inc, the firm showed that it was paying close attention to market trends. Similarly, by diminishing its holdings in The Procter & Gamble Co, it was apparent that the company was scrutinizing each investment closely. Private Wealth Advisors, Inc.'s performance during Q3 and Q4 2020 showcases the importance of managing investment portfolios proactively.