PWA
Phoenix Wealth Advisors Portfolio holdings
AUM
$239M
This Quarter Return
+16.27%
1 Year Return
+14.46%
3 Year Return
+57.23%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.2%
Holding
343
New
343
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$7.76M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$5.05M |
| 3 |
Microsoft
MSFT
|
$4.63M |
| 4 |
ARK Innovation ETF
ARKK
|
$3.58M |
| 5 |
Cisco
CSCO
|
$3.27M |
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% |
