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
276
$16K 0.01%
600
277
$16K 0.01%
400
278
$16K 0.01%
449
279
$16K 0.01%
100
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$16K 0.01%
1,058
281
$15K 0.01%
97
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$15K 0.01%
134
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$15K 0.01%
300
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$15K 0.01%
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$15K 0.01%
+300
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$14K 0.01%
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288
$14K 0.01%
108
-111
289
$14K 0.01%
500
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183
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$14K 0.01%
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$13K 0.01%
99
+74
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$12K 0.01%
485
294
$12K 0.01%
40
295
$11K 0.01%
39
296
$11K 0.01%
79
297
$11K 0.01%
100
298
$11K 0.01%
773
299
$11K 0.01%
1
300
$11K 0.01%
72
10 11
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