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 | |
|---|---|---|---|---|---|---|---|
| $53.4K | 0.01% | 115 | – | – | |||
| $53.2K | 0.01% | 210 | – | – | |||
| $53.2K | 0.01% | 2,300 | New | +$53.2K | |||
| $52.5K | 0.01% | 2,170 | New | +$52.5K | |||
| $52.1K | 0.01% | 1,937 -3,923 | -67% | -$105K | |||
| $51.6K | 0.01% | 471 | – | – | |||
| $51.6K | 0.01% | 175 | – | – | |||
| $51.5K | 0.01% | 2,000 | New | +$51.5K | |||
| $51.1K | 0.01% | 105 | – | – | |||
| $50.9K | 0.01% | 1,729 -770 | -31% | -$22.7K | |||
| $50.7K | 0.01% | 384 +27 | +8% | +$3.57K | |||
| $50K | 0.01% | 1,161 | – | – | |||
| $49.8K | 0.01% | 392 +5 | +1% | +$636 | |||
| $49.7K | 0.01% | 1,830 | – | – | |||
| $49.2K | 0.01% | 1,360 | – | – | |||
| $49.1K | 0.01% | 2,079 | – | – | |||
| $48.8K | 0.01% | 201 -3 | -1% | -$728 | |||
| $48.1K | 0.01% | 1,102 | – | – | |||
| $47.9K | 0.01% | 1,063 +78 | +8% | +$3.52K | |||
| $47.1K | 0.01% | 239 -3 | -1% | -$591 | |||
| $46.6K | 0.01% | 1,721 | – | – | |||
| $46.2K | 0.01% | 442 +4 | +0.9% | +$418 | |||
| $46.1K | 0.01% | 229 +3 | +1% | +$604 | |||
| $45.8K | 0.01% | 505 | – | – | |||
| $45.2K | 0.01% | 2,116 +188 | +10% | +$4.02K |
