PWA
Physician Wealth Advisors Portfolio holdings
AUM $581M
AUM
$581M
AUM Growth
-$10.9M (-2%)
Cap. Flow
+$6.04M
Cap. Flow % of AUM
1.04%
Top 10 Holdings %Top 10 Hldgs %
47%
Holding
1,536
New
388
Increased
313
Reduced
223
Closed
100
Top Buys
| 1 | $5.57M | |
| 2 | $5.26M | |
| 3 | $4.27M | |
| 4 | $3.08M | |
| 5 | $2.92M |
Top Sells
| 1 | $7.61M | |
| 2 | $4M | |
| 3 | $3.91M | |
| 4 | $1.95M | |
| 5 | $1.25M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Healthcare | 2% |
| 3 | Financials | 1.6% |
| 4 | Consumer Discretionary | 1.37% |
| 5 | Industrials | 0.96% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $129K | 0.02% | 1,349 +1 | +0.1% | +$96 | |||
| $126K | 0.02% | 730 | – | – | |||
| $126K | 0.02% | 421 +3 | +0.7% | +$898 | |||
| $126K | 0.02% | 14,320 +265 | +2% | +$2.32K | |||
| $125K | 0.02% | 1,134 +10 | +0.9% | +$1.11K | |||
| $123K | 0.02% | 769 | – | – | |||
| $123K | 0.02% | 883 +1 | +0.1% | +$140 | |||
| $123K | 0.02% | 616 +1 | +0.2% | +$200 | |||
| $122K | 0.02% | 2,601 +249 | +11% | +$11.7K | |||
| $121K | 0.02% | 1,267 +34 | +3% | +$3.25K | |||
| $120K | 0.02% | 343 -56 | -14% | -$19.6K | |||
| $118K | 0.02% | 720 | – | – | |||
| $113K | 0.02% | 3,599 -1 | -0% | -$31 | |||
| $113K | 0.02% | 1,361 +35 | +3% | +$2.9K | |||
| $113K | 0.02% | 170 -47 | -22% | -$31.1K | |||
| $111K | 0.02% | 2,800 | – | – | |||
| $109K | 0.02% | 4,817 +185 | +4% | +$4.2K | |||
| $107K | 0.02% | 432 +23 | +6% | +$5.72K | |||
| $107K | 0.02% | 10,000 | – | – | |||
| $107K | 0.02% | 510 +31 | +6% | +$6.5K | |||
| $106K | 0.02% | 3,431 | – | – | |||
| $104K | 0.02% | 1,481 | – | – | |||
| $103K | 0.02% | 4,000 | – | – | |||
| $102K | 0.02% | 277 | – | – | |||
| $102K | 0.02% | 4,470 | – | – |
