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
$170M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$929K
2
+$663K
3
+$431K
4
XOM icon
Exxon Mobil
XOM
+$403K
5
IDRV icon
iShares Self-Driving EV and Tech ETF
IDRV
+$372K

Top Sells

1
+$318K
2
+$297K
3
+$283K
4
NTLA icon
Intellia Therapeutics
NTLA
+$235K
5
BA icon
Boeing
BA
+$211K

Sector Composition

1 Technology 15.42%
2 Industrials 8.31%
3 Healthcare 7.5%
4 Financials 6.77%
5 Consumer Discretionary 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.14%
8,433
+68
102
$230K 0.14%
2,197
+29
103
$228K 0.13%
6,028
+14
104
$227K 0.13%
3,443
+38
105
$224K 0.13%
3,202
-24
106
$218K 0.13%
+406
107
$214K 0.13%
2,483
+10
108
– –
-2,357
109
– –
-1,836
110
– –
-998
111
– –
-5,755
112
– –
-1,655
1 2 3 4
5