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
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.39M
3
+$545K
4
CMCSA icon
Comcast
CMCSA
+$341K
5
CB icon
Chubb
CB
+$323K

Top Sells

1
+$713K
2
+$651K
3
+$642K
4
DOCU
DocuSign
DOCU
+$594K
5
CTXS
Citrix Systems Inc
CTXS
+$322K

Sector Composition

1 Technology 24.88%
2 Industrials 11.79%
3 Financials 11.73%
4 Consumer Discretionary 10.75%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
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