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
151
$93K 0.07%
+440
152
$91K 0.07%
+1,040
153
$89K 0.07%
+1,438
154
$87K 0.07%
+1,654
155
$86K 0.07%
+1,021
156
$86K 0.07%
+411
157
$84K 0.06%
+907
158
$82K 0.06%
+3,210
159
$81K 0.06%
+1,070
160
$81K 0.06%
+1,683
161
$76K 0.06%
+8,612
162
$76K 0.06%
+692
163
$75K 0.06%
+308
164
$74K 0.06%
+915
165
$72K 0.05%
+900
166
$72K 0.05%
+230
167
$72K 0.05%
+605
168
$71K 0.05%
+6,909
169
$71K 0.05%
+987
170
$71K 0.05%
+1,187
171
$70K 0.05%
+750
172
$67K 0.05%
+447
173
$66K 0.05%
+364
174
$66K 0.05%
+370
175
$66K 0.05%
+325
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