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
276
$15K 0.01%
250
277
$15K 0.01%
+250
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$14K 0.01%
120
279
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280
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281
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500
282
$14K 0.01%
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$14K 0.01%
100
-16,240
285
$13K 0.01%
485
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568
287
$12K 0.01%
40
288
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100
289
$12K 0.01%
40
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291
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174
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$11K 0.01%
560
293
$11K 0.01%
39
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294
$11K 0.01%
79
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295
$11K 0.01%
773
296
$10K 0.01%
100
297
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$10K 0.01%
409
299
$10K 0.01%
68
300
$10K 0.01%
72
10 11
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13 14