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
76
$317K 0.31%
+3,475
77
$316K 0.31%
3,726
+319
78
$313K 0.31%
9,343
-2,176
79
$310K 0.31%
3,769
-3,192
80
$304K 0.3%
1,230
+35
81
$296K 0.29%
+2,095
82
$293K 0.29%
2,168
-32
83
$292K 0.29%
3,070
-393
84
$289K 0.28%
+1,481
85
$288K 0.28%
1,132
-20
86
$287K 0.28%
1,288
+501
87
$276K 0.27%
+9,877
88
$273K 0.27%
907
-117
89
$272K 0.27%
447
+41
90
$265K 0.26%
1,725
+110
91
$259K 0.26%
1,787
-153
92
$258K 0.25%
7,527
+393
93
$258K 0.25%
1,822
+103
94
$250K 0.25%
1,258
+79
95
$249K 0.25%
2,196
+204
96
$249K 0.25%
+6,362
97
$241K 0.24%
1,222
+66
98
$236K 0.23%
2,330
+132
99
$234K 0.23%
+5,156
100
$231K 0.23%
+7,380
1 2 3
4
5