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
$231M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.04M
3
+$3.84M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.4M
5
VOTE icon
TCW Transform 500 ETF
VOTE
+$844K

Top Sells

1
+$2.26M
2
+$1.48M
3
+$1.43M
4
UNH icon
UnitedHealth
UNH
+$1.33M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$823K

Sector Composition

1 Technology 14.9%
2 Financials 6.91%
3 Industrials 5.9%
4 Healthcare 5.43%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$867K 0.38%
23,378
+20
52
$862K 0.37%
22,956
-39,379
53
$861K 0.37%
26,072
-5
54
$855K 0.37%
18,221
+5
55
$844K 0.37%
26,424
+63
56
$836K 0.36%
1,652
-2,630
57
$826K 0.36%
15,239
+41
58
$805K 0.35%
25,071
-27
59
$776K 0.34%
3,651
-6,717
60
$746K 0.32%
4,475
+21
61
$732K 0.32%
1,813
-52
62
$720K 0.31%
6,410
+4,174
63
$698K 0.3%
2,679
-5
64
$694K 0.3%
3,162
+122
65
$689K 0.3%
3,340
-55
66
$677K 0.29%
3,578
+639
67
$637K 0.28%
3,395
+15
68
$636K 0.28%
2,143
-46
69
$618K 0.27%
12,491
-10
70
$618K 0.27%
15,339
-375
71
$609K 0.26%
1,369
+8
72
$549K 0.24%
1,129
-28
73
$544K 0.24%
10,095
+120
74
$532K 0.23%
8,765
-171
75
$504K 0.22%
1,158
+14
1 2
3
4 5