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
$134M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.74M
3
+$820K
4
IDXX icon
Idexx Laboratories
IDXX
+$757K
5
COIN icon
Coinbase
COIN
+$242K

Top Sells

1
+$1.91M
2
+$1.52M
3
+$1.08M
4
CCI icon
Crown Castle
CCI
+$1.06M
5
T icon
AT&T
T
+$1.06M

Sector Composition

1 Technology 24.96%
2 Financials 11.76%
3 Industrials 10.6%
4 Consumer Discretionary 10.24%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.02%
650
227
$32K 0.02%
267
228
$31K 0.02%
886
229
$31K 0.02%
500
230
$31K 0.02%
+1,800
231
$31K 0.02%
340
-32
232
$30K 0.02%
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233
$30K 0.02%
375
234
$30K 0.02%
1,383
+815
235
$29K 0.02%
+400
236
$29K 0.02%
700
+300
237
$28K 0.02%
321
238
$27K 0.02%
400
239
$27K 0.02%
389
-38
240
$26K 0.02%
800
241
$26K 0.02%
877
242
$26K 0.02%
490
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243
$26K 0.02%
491
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244
$26K 0.02%
180
245
$25K 0.02%
700
246
$24K 0.02%
272
247
$24K 0.02%
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248
$24K 0.02%
64
249
$24K 0.02%
595
250
$24K 0.02%
76
8 9
10
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