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
$101M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.66M
3
+$2.23M
4
TXN icon
Texas Instruments
TXN
+$2.22M
5
SUI icon
Sun Communities
SUI
+$2.1M

Top Sells

1
+$2.62M
2
+$1.06M
3
+$974K
4
SPOT icon
Spotify
SPOT
+$797K
5
EXAS icon
Exact Sciences
EXAS
+$749K

Sector Composition

1 Technology 27.91%
2 Industrials 13.52%
3 Financials 12.35%
4 Healthcare 11.17%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.39%
+5,252
52
$395K 0.39%
2,850
+176
53
$391K 0.39%
+6,712
54
$389K 0.38%
2,261
-320
55
$387K 0.38%
1,421
-196
56
$386K 0.38%
+2,732
57
$385K 0.38%
2,288
-5,788
58
$385K 0.38%
+14,815
59
$384K 0.38%
+2,506
60
$380K 0.37%
7,336
-929
61
$378K 0.37%
3,186
-447
62
$376K 0.37%
+11,684
63
$372K 0.37%
10,836
+653
64
$368K 0.36%
3,380
+20
65
$365K 0.36%
9,164
+148
66
$363K 0.36%
5,900
-682
67
$354K 0.35%
1,466
+113
68
$346K 0.34%
1,641
-232
69
$345K 0.34%
19,530
+1,218
70
$344K 0.34%
14,660
-1,996
71
$336K 0.33%
+7,140
72
$332K 0.33%
3,123
+171
73
$329K 0.32%
3,100
+660
74
$323K 0.32%
2,547
75
$320K 0.32%
21,130
-220
1 2
3
4 5