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
$215M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$9.39M
3
+$2.66M
4
ADI icon
Analog Devices
ADI
+$2.39M
5
UNH icon
UnitedHealth
UNH
+$2.22M

Top Sells

1
+$12.5M
2
+$8.06M
3
+$6.99M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.3M
5
CSCO icon
Cisco
CSCO
+$2.75M

Sector Composition

1 Technology 16.17%
2 Healthcare 7.49%
3 Financials 7.14%
4 Industrials 6.55%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.25%
34,785
-466
27
$2.69M 1.25%
29,877
-293
28
$2.66M 1.24%
+31,786
29
$2.66M 1.23%
12,038
+26
30
$2.6M 1.21%
62,335
+911
31
$2.5M 1.16%
4,282
+3,794
32
$2.49M 1.16%
15,167
+285
33
$2.39M 1.11%
+10,368
34
$2.26M 1.05%
57,698
-179
35
$2.05M 0.95%
24,260
-54
36
$2M 0.93%
19,352
+108
37
$1.95M 0.91%
21,908
+56
38
$1.95M 0.9%
47,164
+4,993
39
$1.89M 0.88%
10,534
+15
40
$1.53M 0.71%
42,756
-1,958
41
$1.51M 0.7%
14,947
+170
42
$1.43M 0.66%
29,212
+4,030
43
$1.22M 0.57%
7,160
-182
44
$1.21M 0.56%
4,343
-298
45
$1.2M 0.56%
9,915
-122
46
$1.17M 0.54%
6,752
-202
47
$1.08M 0.5%
1,216
-100
48
$988K 0.46%
35,270
+182
49
$973K 0.45%
26,077
+226
50
$938K 0.44%
53,237
+280
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2
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