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
$162M
AUM Growth
-$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$5.08M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$2.44M
5
UNP icon
Union Pacific
UNP
+$2.4M

Top Sells

1
+$18M
2
+$2.95M
3
+$2.53M
4
PAYX icon
Paychex
PAYX
+$1.98M
5
PG icon
Procter & Gamble
PG
+$1.88M

Sector Composition

1 Technology 17.13%
2 Industrials 8.93%
3 Healthcare 7.56%
4 Financials 6.95%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.26%
3,724
-17,291
52
$420K 0.26%
6,199
-215
53
$415K 0.26%
6,144
-14
54
$411K 0.25%
10,064
55
$407K 0.25%
21,914
+1,628
56
$397K 0.25%
14,815
57
$396K 0.25%
4,633
+37
58
$394K 0.24%
14,200
-2,260
59
$387K 0.24%
5,097
+186
60
$385K 0.24%
2,415
61
$382K 0.24%
1,339
-4
62
$376K 0.23%
9,204
-472
63
$359K 0.22%
3,558
+53
64
$359K 0.22%
10,518
+1,293
65
$343K 0.21%
2,476
-159
66
$336K 0.21%
2,036
-969
67
$335K 0.21%
2,200
68
$333K 0.21%
3,220
+120
69
$320K 0.2%
8,508
+513
70
$318K 0.2%
1,988
+136
71
$317K 0.2%
1,135
72
$315K 0.19%
1,274
+7
73
$312K 0.19%
1,872
-33
74
$311K 0.19%
1,585
+93
75
$304K 0.19%
1,834
+56
1 2
3
4 5