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
201
$43K 0.03%
+122
202
$42K 0.03%
+1,000
203
$41K 0.03%
+480
204
$40K 0.03%
+482
205
$39K 0.03%
+361
206
$38K 0.03%
+244
207
$38K 0.03%
+267
208
$37K 0.03%
+845
209
$36K 0.03%
+400
210
$36K 0.03%
+660
211
$35K 0.03%
+1,600
212
$34K 0.03%
+748
213
$34K 0.03%
+360
214
$34K 0.03%
+484
215
$34K 0.03%
+1,000
216
$33K 0.03%
+800
217
$33K 0.03%
+1,957
218
$32K 0.02%
+1,070
219
$32K 0.02%
+750
220
$32K 0.02%
+1,000
221
$32K 0.02%
+197
222
$31K 0.02%
+540
223
$31K 0.02%
+270
224
$30K 0.02%
+200
225
$30K 0.02%
+886
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9
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