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
$129M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$851K
3
+$735K
4
PKG icon
Packaging Corp of America
PKG
+$729K
5
TDOC icon
Teladoc Health
TDOC
+$727K

Top Sells

1
+$7.3M
2
+$1.09M
3
+$837K
4
TSM icon
TSMC
TSM
+$654K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$436K

Sector Composition

1 Technology 23.25%
2 Healthcare 11.12%
3 Industrials 10.62%
4 Financials 10.34%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$60K 0.05%
375
+131
177
$60K 0.05%
370
178
$60K 0.05%
625
179
$60K 0.05%
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$59K 0.05%
200
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$59K 0.05%
270
182
$57K 0.04%
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183
$56K 0.04%
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184
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185
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186
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187
$50K 0.04%
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190
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198
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$44K 0.03%
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$43K 0.03%
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