PWA
Phoenix Wealth Advisors Portfolio holdings
AUM
$239M
1-Year Est. Return
14.46%
1 Year Est. Return
+14.46%
AUM
$239M
AUM Growth
+$9.29M
(+4%)
Holding
131
Top Buys
| 1 | +$2.24M | |
| 2 | +$1.86M | |
| 3 | +$1.62M | |
| 4 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$1.45M |
| 5 |
Comcast
CMCSA
|
+$1.41M |
Top Sells
| 1 | +$3.22M | |
| 2 | +$3M | |
| 3 | +$1.96M | |
| 4 |
Merck
MRK
|
+$1.62M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.45M |
Sector Composition
| 1 | Technology | 14.54% |
| 2 | Financials | 6.9% |
| 3 | Industrials | 6.89% |
| 4 | Healthcare | 5.01% |
| 5 | Consumer Discretionary | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Akamai
AKAM
$10.4B
| – | – |
-2,487
|
|
||
127
Conagra Brands
CAG
$8.88B
| – | – |
-7,944
|
|
||
128
Duke Energy
DUK
$99.9B
| – | – |
-1,702
|
|
||
129
Fortive
FTV
$16.5B
| – | – |
-3,410
|
|
||
130
Pfizer
PFE
$139B
| – | – |
-8,958
|
|
||
131
UnitedHealth
UNH
$323B
| – | – |
-1,701
|
|