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
76
$300K 0.19%
448
-8
77
$293K 0.18%
1,895
78
$293K 0.18%
10,442
+244
79
$289K 0.18%
2,152
80
$287K 0.18%
5,985
-135
81
$284K 0.18%
16,192
-279
82
$283K 0.18%
6,266
-98
83
$281K 0.17%
2,145
+50
84
$273K 0.17%
+10,044
85
$270K 0.17%
1,653
86
$268K 0.17%
3,476
+26
87
$261K 0.16%
2,520
88
$258K 0.16%
2,285
+54
89
$255K 0.16%
6,078
+683
90
$254K 0.16%
700
91
$251K 0.16%
3,393
-71
92
$249K 0.15%
6,397
-3,691
93
$247K 0.15%
1,176
-19
94
$247K 0.15%
2,488
+64
95
$243K 0.15%
7,839
-99
96
$239K 0.15%
3,507
97
$238K 0.15%
965
98
$225K 0.14%
6,029
-33
99
$212K 0.13%
+998
100
$210K 0.13%
+3,439
1 2 3
4
5