PWA

Phoenix Wealth Advisors Portfolio holdings

AUM $253M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.83M
3
+$1.05M
4
APAM icon
Artisan Partners
APAM
+$1.01M
5
COIN icon
Coinbase
COIN
+$978K

Top Sells

1
+$2.04M
2
+$2.03M
3
+$1.89M
4
BIDU icon
Baidu
BIDU
+$851K
5
XYZ
Block Inc
XYZ
+$731K

Sector Composition

1 Technology 25.75%
2 Financials 11.58%
3 Industrials 10.83%
4 Healthcare 9.97%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.02%
467
227
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$28K 0.02%
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877
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321
+65
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239
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242
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$24K 0.02%
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244
$24K 0.02%
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$23K 0.02%
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345
249
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200
250
$22K 0.02%
438
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