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
$139M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.85M
3
+$1.06M
4
APAM icon
Artisan Partners
APAM
+$980K
5
GNRC icon
Generac Holdings
GNRC
+$940K

Top Sells

1
+$2.27M
2
+$2.23M
3
+$1.83M
4
BIDU icon
Baidu
BIDU
+$851K
5
XYZ
Block Inc
XYZ
+$777K

Sector Composition

1 Technology 25.74%
2 Financials 11.58%
3 Industrials 10.83%
4 Healthcare 9.98%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.02%
438
252
$21K 0.02%
400
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$21K 0.02%
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465
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600
257
$20K 0.01%
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525
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$19K 0.01%
5
260
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$19K 0.01%
97
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$19K 0.01%
215
263
$18K 0.01%
500
264
$18K 0.01%
1,254
265
$18K 0.01%
449
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$18K 0.01%
100
267
$17K 0.01%
372
268
$17K 0.01%
1,058
269
$16K 0.01%
400
270
$16K 0.01%
100
271
$16K 0.01%
63
272
$16K 0.01%
300
-300
273
$15K 0.01%
545
274
$15K 0.01%
134
275
$15K 0.01%
300
9 10
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