PWA

Phoenix Wealth Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 14.46%
This Quarter Est. Return
1 Year Est. Return
+14.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$5.05M
3
+$4.63M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.58M
5
CSCO icon
Cisco
CSCO
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.86%
2 Healthcare 11.26%
3 Industrials 9.97%
4 Financials 8.3%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.02%
+186
227
$29K 0.02%
+600
228
$28K 0.02%
+320
229
$28K 0.02%
+1,558
230
$28K 0.02%
+207
231
$28K 0.02%
+600
232
$28K 0.02%
+225
233
$27K 0.02%
+375
234
$27K 0.02%
+543
235
$27K 0.02%
+284
236
$27K 0.02%
+710
237
$26K 0.02%
+560
238
$26K 0.02%
+1,000
239
$26K 0.02%
+467
240
$25K 0.02%
+1,200
241
$25K 0.02%
+400
242
$25K 0.02%
+272
243
$24K 0.02%
+615
244
$23K 0.02%
+300
245
$23K 0.02%
+230
246
$23K 0.02%
+200
247
$22K 0.02%
+700
248
$21K 0.02%
+97
249
$21K 0.02%
+717
250
$21K 0.02%
+1,188
8 9
10
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