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 | |
|---|---|---|---|---|---|---|---|
| $80.3K | 0.01% | 4,059 | – | – | |||
| $78.3K | 0.01% | 1,000 | – | – | |||
| $77.9K | 0.01% | 380 +24 | +7% | +$4.92K | |||
| $77.3K | 0.01% | 376 +55 | +17% | +$11.3K | |||
| $76.1K | 0.01% | 965 | – | – | |||
| $76.1K | 0.01% | 574 -81 | -12% | -$10.7K | |||
| $76.1K | 0.01% | 4,500 | – | – | |||
| $75.6K | 0.01% | 749 -249 | -25% | -$25.1K | |||
| $75.5K | 0.01% | 2,720 | – | – | |||
| $75K | 0.01% | 217 +3 | +1% | +$1.04K | |||
| $73.6K | 0.01% | 352 -39 | -10% | -$8.16K | |||
| $73.4K | 0.01% | 270 +4 | +2% | +$1.09K | |||
| $71.9K | 0.01% | 268 -155 | -37% | -$41.6K | |||
| $71.4K | 0.01% | 1,462 | – | – | |||
| $71.4K | 0.01% | 3,020 -58 | -2% | -$1.37K | |||
| $69.9K | 0.01% | 388 +51 | +15% | +$9.19K | |||
| $69.7K | 0.01% | 198 -1 | -0.5% | -$352 | |||
| $69.5K | 0.01% | 1,543 -43,298 | -97% | -$1.95M | |||
| $69.4K | 0.01% | 2,751 | – | – | |||
| $68.1K | 0.01% | 1,339 -699 | -34% | -$35.5K | |||
| $67.5K | 0.01% | 221 +7 | +3% | +$2.14K | |||
| $65.9K | 0.01% | 418 | – | – | |||
| $65.4K | 0.01% | 231 -111 | -32% | -$31.4K | |||
| $64.6K | 0.01% | 265 +1 | +0.4% | +$244 | |||
| $64.4K | 0.01% | 1,250 | – | – |
