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
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$5.05M
3
+$4.63M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.58M
5
CSCO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
+130
327
$2K ﹤0.01%
+20
328
$2K ﹤0.01%
+27
329
$2K ﹤0.01%
+7
330
$2K ﹤0.01%
+65
331
$2K ﹤0.01%
+15
332
$2K ﹤0.01%
+28
333
$2K ﹤0.01%
+70
334
$2K ﹤0.01%
+13
335
$2K ﹤0.01%
+105
336
$2K ﹤0.01%
+25
337
$2K ﹤0.01%
+30
338
$1K ﹤0.01%
+54
339
$1K ﹤0.01%
+100
340
$1K ﹤0.01%
+34
341
$0 ﹤0.01%
+4
342
$0 ﹤0.01%
+4
343
$0 ﹤0.01%
+310
10 11 12 13
14