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
251
$21K 0.02%
+100
252
$20K 0.02%
+76
253
$20K 0.02%
+400
254
$20K 0.02%
+140
255
$20K 0.02%
+154
256
$20K 0.02%
+491
257
$20K 0.02%
+474
258
$19K 0.01%
+400
259
$19K 0.01%
+595
260
$19K 0.01%
+345
261
$19K 0.01%
+51
262
$19K 0.01%
+200
263
$19K 0.01%
+800
264
$19K 0.01%
+438
265
$18K 0.01%
+68
266
$17K 0.01%
+64
267
$16K 0.01%
+1,058
268
$16K 0.01%
+525
269
$16K 0.01%
+180
270
$15K 0.01%
+155
271
$15K 0.01%
+300
272
$15K 0.01%
+1,254
273
$15K 0.01%
+16
274
$15K 0.01%
+545
275
$15K 0.01%
+100
9 10
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12 13