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
$139M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.85M
3
+$1.06M
4
APAM icon
Artisan Partners
APAM
+$980K
5
GNRC icon
Generac Holdings
GNRC
+$940K

Top Sells

1
+$2.27M
2
+$2.23M
3
+$1.83M
4
BIDU icon
Baidu
BIDU
+$851K
5
XYZ
Block Inc
XYZ
+$777K

Sector Composition

1 Technology 25.74%
2 Financials 11.58%
3 Industrials 10.83%
4 Healthcare 9.98%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
196
-14,751
327
$5K ﹤0.01%
15
328
$5K ﹤0.01%
+19
329
$5K ﹤0.01%
+50
330
$5K ﹤0.01%
96
331
$5K ﹤0.01%
124
332
$4K ﹤0.01%
56
333
$4K ﹤0.01%
45
334
$4K ﹤0.01%
33
335
$4K ﹤0.01%
42
336
$4K ﹤0.01%
176
337
$4K ﹤0.01%
+23
338
$4K ﹤0.01%
11
339
$4K ﹤0.01%
32
+1
340
$3K ﹤0.01%
60
341
$3K ﹤0.01%
+4
342
$3K ﹤0.01%
+10
343
$3K ﹤0.01%
20
344
$3K ﹤0.01%
24
345
$3K ﹤0.01%
+53
346
$3K ﹤0.01%
25
347
$3K ﹤0.01%
11
348
$3K ﹤0.01%
160
349
$3K ﹤0.01%
+10
350
$3K ﹤0.01%
+12
12 13
14
15 16