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
$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
301
$8K 0.01%
+913
302
$8K 0.01%
+200
303
$8K 0.01%
+190
304
$7K 0.01%
+100
305
$7K 0.01%
+140
306
$7K 0.01%
+100
307
$7K 0.01%
+100
308
$7K 0.01%
+400
309
$7K 0.01%
+120
310
$7K 0.01%
+113
311
$7K 0.01%
+400
312
$6K ﹤0.01%
+29
313
$6K ﹤0.01%
+100
314
$6K ﹤0.01%
+74
315
$5K ﹤0.01%
+306
316
$5K ﹤0.01%
+60
317
$5K ﹤0.01%
+68
318
$4K ﹤0.01%
+88
319
$4K ﹤0.01%
+56
320
$4K ﹤0.01%
+33
321
$3K ﹤0.01%
+103
322
$3K ﹤0.01%
+34
323
$3K ﹤0.01%
+24
324
$3K ﹤0.01%
+45
325
$3K ﹤0.01%
+60
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