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
$139M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.85M
3
+$1.06M
4
APAM icon
Artisan Partners
APAM
+$980K
5
GNRC icon
Generac Holdings
GNRC
+$940K

Top Sells

1
+$2.27M
2
+$2.23M
3
+$1.83M
4
BIDU icon
Baidu
BIDU
+$851K
5
XYZ
Block Inc
XYZ
+$777K

Sector Composition

1 Technology 25.74%
2 Financials 11.58%
3 Industrials 10.83%
4 Healthcare 9.98%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.29M 4.54%
174,340
+51,398
2
$5.83M 4.2%
20,983
+233
3
$3.16M 2.28%
21,115
-366
4
$3.11M 2.24%
55,147
+1,470
5
$3.07M 2.22%
20,035
-186
6
$3.02M 2.18%
20,573
-207
7
$3.01M 2.17%
56,764
-278
8
$2.95M 2.13%
21,685
+831
9
$2.94M 2.12%
15,392
+179
10
$2.92M 2.11%
17,379
+737
11
$2.91M 2.1%
19,534
+681
12
$2.87M 2.07%
10,361
-307
13
$2.82M 2.03%
13,339
-633
14
$2.81M 2.02%
25,834
+992
15
$2.79M 2.01%
13,956
-132
16
$2.75M 1.98%
104,864
+1,354
17
$2.69M 1.94%
71,978
+10,816
18
$2.59M 1.87%
14,661
+268
19
$2.48M 1.79%
17,496
-240
20
$2.25M 1.62%
29,867
+1,365
21
$2.19M 1.58%
29,167
+1,805
22
$2.18M 1.57%
5,758
+93
23
$2.09M 1.51%
15,384
+513
24
$2.08M 1.5%
+117,447
25
$2.06M 1.49%
9,390
-1,161
1
2 3 4 5