PWA

Phoenix Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
+$7.78M
2
+$4.88M
3
+$4.48M
4
VZ icon
Verizon
VZ
+$3.16M
5
ARKK icon
ARK Innovation ETF
ARKK
+$3.11M

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
276
$15K 0.01%
+100
277
$15K 0.01%
+250
278
$15K 0.01%
+785
279
$15K 0.01%
+16
280
$15K 0.01%
+545
281
$14K 0.01%
+162
282
$14K 0.01%
+120
283
$14K 0.01%
+400
284
$14K 0.01%
+500
285
$14K 0.01%
+200
286
$13K 0.01%
+530
287
$13K 0.01%
+119
288
$12K 0.01%
+50
289
$12K 0.01%
+485
290
$12K 0.01%
+134
291
$12K 0.01%
+156
292
$11K 0.01%
+111
293
$11K 0.01%
+773
294
$10K 0.01%
+409
295
$10K 0.01%
+63
296
$10K 0.01%
+560
297
$10K 0.01%
+110
298
$9K 0.01%
+260
299
$9K 0.01%
+72
300
$9K 0.01%
+40
10 11
12
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