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
51
$932K 0.43%
10,946
+60
52
$930K 0.43%
15,198
+111
53
$919K 0.43%
4,444
-1,141
54
$913K 0.42%
18,216
+128
55
$865K 0.4%
2,684
-9
56
$848K 0.39%
26,361
+147
57
$813K 0.38%
15,275
-51,755
58
$800K 0.37%
23,358
+111
59
$777K 0.36%
25,098
+96
60
$759K 0.35%
4,454
-50
61
$721K 0.33%
15,714
+319
62
$705K 0.33%
1,361
63
$698K 0.32%
3,380
-6
64
$676K 0.31%
1,157
-910
65
$621K 0.29%
12,501
-466
66
$598K 0.28%
3,395
-63
67
$594K 0.28%
2,189
-8
68
$576K 0.27%
9,975
+80
69
$566K 0.26%
3,040
-850
70
$542K 0.25%
8,936
+94
71
$499K 0.23%
1,382
-37
72
$488K 0.23%
1,865
-9
73
$487K 0.23%
2,939
74
$472K 0.22%
1,849
-17
75
$458K 0.21%
3,411
-408
1 2
3
4 5