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
176
$64K 0.05%
+263
177
$63K 0.05%
+2,000
178
$59K 0.04%
+1,068
179
$59K 0.04%
+1,222
180
$58K 0.04%
+278
181
$56K 0.04%
+200
182
$55K 0.04%
+989
183
$55K 0.04%
+150
184
$54K 0.04%
+100
185
$54K 0.04%
+625
186
$52K 0.04%
+756
187
$52K 0.04%
+2,600
188
$48K 0.04%
+275
189
$48K 0.04%
+750
190
$47K 0.04%
+125
191
$46K 0.03%
+358
192
$46K 0.03%
+186
193
$45K 0.03%
+727
194
$45K 0.03%
+166
195
$45K 0.03%
+298
196
$45K 0.03%
+263
197
$45K 0.03%
+1,070
198
$44K 0.03%
+540
199
$43K 0.03%
+600
200
$43K 0.03%
+743
6 7
8
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