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
$215M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$27.4M
2 +$9.39M
3 +$2.66M
4
ADI icon
Analog Devices
ADI
+$2.39M
5
UNH icon
UnitedHealth
UNH
+$2.22M

Top Sells

1 +$12.5M
2 +$8.06M
3 +$6.99M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.3M
5
CSCO icon
Cisco
CSCO
+$2.75M

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