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
76
$401K 0.29%
3,180
77
$395K 0.29%
1,121
+100
78
$383K 0.28%
2,207
79
$381K 0.27%
6,408
+539
80
$381K 0.27%
1,817
+174
81
$368K 0.27%
1,152
-256
82
$361K 0.26%
1,534
+9
83
$349K 0.25%
1,319
+117
84
$345K 0.25%
2,972
+258
85
$338K 0.24%
2,570
86
$338K 0.24%
10,242
+941
87
$336K 0.24%
9,819
+700
88
$335K 0.24%
2,635
+212
89
$332K 0.24%
5,555
-30,563
90
$331K 0.24%
3,395
91
$324K 0.23%
1,476
+127
92
$318K 0.23%
2,037
93
$310K 0.22%
2,644
+230
94
$303K 0.22%
2,618
+21
95
$297K 0.21%
1,336
+147
96
$286K 0.21%
7,969
+684
97
$285K 0.21%
3,777
+321
98
$284K 0.2%
1,220
+12
99
$277K 0.2%
6,362
100
$272K 0.2%
919
2 3
4
5 6