PWA
Phoenix Wealth Advisors Portfolio holdings
AUM
$239M
1-Year Return
14.46%
This Quarter Return
-0.65%
1 Year Return
+14.46%
3 Year Return
+57.23%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
-$4.68M
(-3.4%)
Cap. Flow
-$1.24M
Cap. Flow
% of AUM
-0.93%
Top 10 Holdings %
Top 10 Hldgs %
26.77%
Holding
399
New
25
Increased
90
Reduced
51
Closed
24
Top Buys
| 1 |
Darden Restaurants
DRI
|
$2.95M |
| 2 |
Home Depot
HD
|
$2.74M |
| 3 |
UiPath
PATH
|
$713K |
| 4 |
Idexx Laboratories
IDXX
|
$701K |
| 5 |
Coinbase
COIN
|
$224K |
Top Sells
| 1 |
Dominion Energy
D
|
$1.83M |
| 2 |
Microsoft
MSFT
|
$1.48M |
| 3 |
AT&T
T
|
$1.03M |
| 4 |
Realty Income
O
|
$1.01M |
| 5 |
Artisan Partners
APAM
|
$948K |
Sector Composition
| 1 | Technology | 24.95% |
| 2 | Financials | 11.76% |
| 3 | Industrials | 10.6% |
| 4 | Consumer Discretionary | 10.24% |
| 5 | Healthcare | 9.92% |
