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
76
$451K 0.21%
2,003
+24
77
$445K 0.21%
1,144
+19
78
$437K 0.2%
1,978
79
$435K 0.2%
3,218
-350
80
$427K 0.2%
21,447
+168
81
$420K 0.19%
442
-10
82
$419K 0.19%
2,450
83
$411K 0.19%
16,030
84
$405K 0.19%
6,777
+26
85
$398K 0.18%
1,374
+33
86
$398K 0.18%
1,080
87
$386K 0.18%
436
88
$386K 0.18%
1,955
-500
89
$374K 0.17%
1,571
-28
90
$366K 0.17%
9,560
91
$353K 0.16%
4,001
-1,700
92
$348K 0.16%
1,143
93
$343K 0.16%
4,399
-62
94
$332K 0.15%
4,499
+14
95
$306K 0.14%
2,152
96
$305K 0.14%
2,600
-3,402
97
$299K 0.14%
10,060
-136
98
$291K 0.14%
10,064
99
$288K 0.13%
1,062
100
$288K 0.13%
1,720
-1,000
2 3
4
5 6