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 | |
|---|---|---|---|---|---|---|---|
| $64.1K | 0.01% | 875 -346 | -28% | -$25.4K | |||
| $64K | 0.01% | 2,418 +4 | +0.2% | +$106 | |||
| $62.9K | 0.01% | 2,590 | – | – | |||
| $62.1K | 0.01% | 201 -7 | -3% | -$2.16K | |||
| $61.9K | 0.01% | 1,303 +113 | +10% | +$5.37K | |||
| $60.6K | 0.01% | 559 | – | – | |||
| $60.1K | 0.01% | 633 | – | – | |||
| $59.8K | 0.01% | 457 | – | – | |||
| $59.2K | 0.01% | 566 +139 | +33% | +$14.5K | |||
| $57.7K | 0.01% | 2,329 +62 | +3% | +$1.54K | |||
| $57.5K | 0.01% | 866 -347 | -29% | -$23.1K | |||
| $57.3K | 0.01% | 1,480 +669 | +82% | +$25.9K | |||
| $57.3K | 0.01% | 1,082 +21 | +2% | +$1.11K | |||
| $56.6K | 0.01% | 976 +379 | +63% | +$22K | |||
| $56.4K | 0.01% | 751 | – | – | |||
| $56.2K | 0.01% | 1,357 +4 | +0.3% | +$166 | |||
| $55.4K | 0.01% | 1,346 -12 | -0.9% | -$494 | |||
| $55.2K | 0.01% | 201 -1,939 | -91% | -$532K | |||
| $54.2K | 0.01% | 213 +69 | +48% | +$17.5K | |||
| $54.1K | 0.01% | 89 -37 | -29% | -$22.5K | |||
| $53.8K | 0.01% | 212 -48 | -18% | -$12.2K | |||
| $53.7K | 0.01% | 607 | – | – | |||
| $53.6K | 0.01% | 2,470 | New | +$53.6K | |||
| $53.4K | 0.01% | 1,650 | New | +$53.4K | |||
| $53.4K | 0.01% | 483 | – | – |
