PWA

Phoenix Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$27.3M
2 +$9.37M
3 +$2.51M
4
ADI icon
Analog Devices
ADI
+$2.34M
5
UNH icon
UnitedHealth
UNH
+$2.15M

Top Sells

1 +$11.9M
2 +$7.78M
3 +$6.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.09M
5
CSCO icon
Cisco
CSCO
+$2.52M

Sector Composition

1 Technology 16.17%
2 Healthcare 7.49%
3 Financials 7.14%
4 Industrials 6.55%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,587
127
-8,475