PRIVATE WEALTH Overview

Private Wealth Advisors Inc. is an investment advisor that manages 943.4 MM dollars in regulatory AUM and has 20 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/12 to 09/30/16. The fund's latest filing disclosed 211MM in positions, representing 22% of the manager's regulatory AUM.

PRIVATE WEALTH StockAlpha

-1.3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PRIVATE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 5.23% Tech -2.29% 0.01% 0 42%
EFA 5.09% ETF -4.09% -0.29% 0 13%
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FEATURED IN
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PRIVATE WEALTH Founders and Key Employees

Name Title In Position Since
Joseph A. Scarpo Director/Treasurer January-2003
John M. Schneider Director/Ceo January-2003
Cara M. Sharbaugh Chief Compliance Officer February-2013
Kevin P. Comstock Chief Operating Officer January-2015

PRIVATE WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

PRIVATE WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis: We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

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Technical and Cyclical Analysis: We analyze past market movements and apply that analysis to the present in an a...
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PRIVATE WEALTH Portfolio Concentration

PRIVATE WEALTH Location

4900 PERRY HIGHWAY
SUITE 300
PITTSBURGH, Pennsylvania
UNITED STATES, 15229

PRIVATE WEALTH Contact Information

Phone Number: 412-931-2700
Fax Number: 412-931-2772
Website:

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Disclaimer

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