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 | |
|---|---|---|---|---|---|---|---|
| $45K | 0.01% | 1,446 | – | – | |||
| $44.9K | 0.01% | 1,124 | – | – | |||
| $44.8K | 0.01% | 345 | – | – | |||
| $44.5K | 0.01% | 215 | – | – | |||
| $44.3K | 0.01% | 466 +3 | +0.7% | +$285 | |||
| $44.1K | 0.01% | 1,055 | – | – | |||
| $44K | 0.01% | 1,264 | – | – | |||
| $43.7K | 0.01% | 491 | – | – | |||
| $43.4K | 0.01% | 373 | – | – | |||
| $43.1K | 0.01% | 163 | – | – | |||
| $41.9K | 0.01% | 844 | – | – | |||
| $41.9K | 0.01% | 156 | – | – | |||
| $41.9K | 0.01% | 834 +448 | +116% | +$22.5K | |||
| $41.7K | 0.01% | 1,125 | – | – | |||
| $41.5K | 0.01% | 444 +2 | +0.5% | +$187 | |||
| $41.5K | 0.01% | 528 +1 | +0.2% | +$79 | |||
| $41.3K | 0.01% | 88 +2 | +2% | +$939 | |||
| $40.6K | 0.01% | 1,375 +29 | +2% | +$857 | |||
| $39.7K | 0.01% | 518 +36 | +7% | +$2.76K | |||
| $39.5K | 0.01% | 94 -10 | -10% | -$4.2K | |||
| $39.1K | 0.01% | 161 -1 | -0.6% | -$243 | |||
| $39K | 0.01% | 1,330 +6 | +0.5% | +$176 | |||
| $38K | 0.01% | 122 +7 | +6% | +$2.18K | |||
| $37.6K | 0.01% | 155 -77 | -33% | -$18.7K | |||
| $37.4K | 0.01% | 719 -11 | -2% | -$573 |
