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
76
$495K 0.21%
1,376
-6
77
$478K 0.21%
2,173
+195
78
$476K 0.21%
3,397
-14
79
$466K 0.2%
1,372
-2
80
$450K 0.2%
2,004
+1
81
$446K 0.19%
2,450
82
$445K 0.19%
434
-8
83
$436K 0.19%
16,030
84
$422K 0.18%
1,799
-50
85
$392K 0.17%
3,200
-18
86
$374K 0.16%
4,384
-15
87
$367K 0.16%
9,560
88
$354K 0.15%
4,001
89
$347K 0.15%
1,955
90
$340K 0.15%
440
+4
91
$336K 0.15%
6,647
-130
92
$335K 0.15%
1,760
+40
93
$331K 0.14%
1,143
94
$327K 0.14%
1,553
-18
95
$305K 0.13%
964
+32
96
$287K 0.12%
9,984
-76
97
$283K 0.12%
2,160
+8
98
$282K 0.12%
4,419
-80
99
$281K 0.12%
533
+16
100
$280K 0.12%
681
2 3
4
5 6