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
51
$798K 0.58%
+1,326
52
$754K 0.54%
1,912
+73
53
$751K 0.54%
5,073
-2,486
54
$735K 0.53%
6,025
+93
55
$717K 0.52%
+5,244
56
$700K 0.51%
+8,461
57
$692K 0.5%
+1,145
58
$686K 0.49%
4,592
-3,664
59
$679K 0.49%
+2,029
60
$677K 0.49%
+10,880
61
$675K 0.49%
14,463
+408
62
$652K 0.47%
2,262
-483
63
$574K 0.41%
2,337
+1
64
$567K 0.41%
+22,963
65
$554K 0.4%
+2,881
66
$551K 0.4%
1,725
-295
67
$545K 0.39%
6,971
-160
68
$499K 0.36%
2,940
+248
69
$480K 0.35%
5,780
+388
70
$474K 0.34%
14,253
-8,431
71
$459K 0.33%
1,152
72
$444K 0.32%
2,182
+222
73
$415K 0.3%
2,260
74
$407K 0.29%
10,350
75
$405K 0.29%
454
+49
1 2
3
4 5