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
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$5.05M
3
+$4.63M
4
ARKK icon
ARK Innovation ETF
ARKK
+$3.58M
5
CSCO icon
Cisco
CSCO
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.86%
2 Healthcare 11.26%
3 Industrials 9.97%
4 Financials 8.3%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$147K 0.11%
+2,926
127
$143K 0.11%
+600
128
$140K 0.11%
+1,433
129
$139K 0.11%
+2,460
130
$136K 0.1%
+604
131
$135K 0.1%
+1,617
132
$129K 0.1%
+1,809
133
$125K 0.09%
+2,254
134
$124K 0.09%
+2,586
135
$122K 0.09%
+6,215
136
$121K 0.09%
+1,380
137
$118K 0.09%
+2,200
138
$118K 0.09%
+1,146
139
$117K 0.09%
+2,141
140
$116K 0.09%
+806
141
$113K 0.09%
+415
142
$113K 0.09%
+1,232
143
$107K 0.08%
+471
144
$104K 0.08%
+1,220
145
$104K 0.08%
+709
146
$102K 0.08%
+491
147
$101K 0.08%
+631
148
$101K 0.08%
+1,895
149
$95K 0.07%
+521
150
$93K 0.07%
+325
4 5
6
7 8