PWA
Phoenix Wealth Advisors Portfolio holdings
AUM
$239M
This Quarter Return
+8%
1 Year Return
+14.46%
3 Year Return
+57.23%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+7.8%)
Cap. Flow
+$2.03M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
26.19%
Holding
395
New
36
Increased
89
Reduced
42
Closed
21
Top Buys
| 1 |
Arbor Realty Trust
ABR
|
$2.08M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$1.85M |
| 3 |
Realty Income
O
|
$1.06M |
| 4 |
Artisan Partners
APAM
|
$980K |
| 5 |
Generac Holdings
GNRC
|
$940K |
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$2.27M |
| 2 |
ARK Innovation ETF
ARKK
|
$2.23M |
| 3 |
General Mills
GIS
|
$1.83M |
| 4 |
Baidu
BIDU
|
$851K |
| 5 |
XYZ
Block, Inc.
XYZ
|
$777K |
Sector Composition
| 1 | Technology | 25.74% |
| 2 | Financials | 11.58% |
| 3 | Industrials | 10.83% |
| 4 | Healthcare | 9.98% |
| 5 | Communication Services | 7.39% |
