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
251
$23K 0.02%
390
-84
252
$23K 0.02%
103
253
$23K 0.02%
300
254
$23K 0.02%
748
255
$23K 0.02%
457
256
$23K 0.02%
284
257
$23K 0.02%
438
258
$22K 0.02%
154
259
$21K 0.02%
525
260
$21K 0.02%
215
261
$21K 0.02%
+1,300
262
$21K 0.02%
200
263
$20K 0.01%
100
264
$20K 0.01%
68
265
$20K 0.01%
180
266
$20K 0.01%
465
267
$20K 0.01%
400
268
$19K 0.01%
63
269
$19K 0.01%
140
270
$18K 0.01%
+2,550
271
$18K 0.01%
+500
272
$17K 0.01%
+2,100
273
$17K 0.01%
372
274
$17K 0.01%
1,254
275
$17K 0.01%
500
9 10
11
12 13