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
26
$1.67M 1.21%
3,846
-1,098
27
$1.53M 1.1%
9,330
+184
28
$1.25M 0.9%
5,052
+258
29
$1.24M 0.89%
56,474
-28,619
30
$1.22M 0.88%
4,640
-75
31
$1.22M 0.88%
3,038
+784
32
$1.19M 0.86%
4,822
-3,150
33
$1.17M 0.84%
7,610
+100
34
$1.16M 0.84%
9,136
-17,534
35
$1.12M 0.81%
16,950
+15,970
36
$1.05M 0.76%
4,808
+179
37
$1.03M 0.75%
20,256
+19,206
38
$1.03M 0.74%
4,223
+135
39
$994K 0.72%
3,398
-1,418
40
$949K 0.68%
9,306
+642
41
$940K 0.68%
+2,189
42
$928K 0.67%
2,466
+1,756
43
$923K 0.67%
+44,600
44
$895K 0.65%
1,500
45
$887K 0.64%
+3,767
46
$881K 0.64%
8,264
+2,216
47
$846K 0.61%
+12,249
48
$846K 0.61%
7,071
+34
49
$824K 0.59%
14,687
+515
50
$816K 0.59%
4,240
+3,965
1
2
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