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 | |
|---|---|---|---|---|---|---|---|
| $37.4K | 0.01% | 407 +7 | +2% | +$644 | |||
| $37.3K | 0.01% | 80 | – | – | |||
| $37K | 0.01% | 1,741 | – | – | |||
| $36.4K | 0.01% | 207 | – | – | |||
| $36.3K | 0.01% | 426 | New | +$36.3K | |||
| $36.2K | 0.01% | 436 | – | – | |||
| $35.4K | 0.01% | 941 -6 | -0.6% | -$226 | |||
| $35.4K | 0.01% | 205 -6 | -3% | -$1.04K | |||
| $35.4K | 0.01% | 149 +84 | +129% | +$19.9K | |||
| $35K | 0.01% | 3,000 | – | – | |||
| $35K | 0.01% | 772 +28 | +4% | +$1.27K | |||
| $35K | 0.01% | 593 | – | – | |||
| $34.7K | 0.01% | 297 +4 | +1% | +$467 | |||
| $34.7K | 0.01% | 484 +1 | +0.2% | +$72 | |||
| $34.5K | 0.01% | 510 | – | – | |||
| $34.2K | 0.01% | 270 | New | +$34.2K | |||
| $34K | 0.01% | 349 -94 | -21% | -$9.16K | |||
| $34K | 0.01% | 104 | – | – | |||
| $33.9K | 0.01% | 363 -20 | -5% | -$1.87K | |||
| $33.8K | 0.01% | 1,000 | – | – | |||
| $33.3K | 0.01% | 270 +1 | +0.4% | +$123 | |||
| $33.3K | 0.01% | 1,661 | – | – | |||
| $33K | 0.01% | 151 | – | – | |||
| $33K | 0.01% | 2,138 | – | – | |||
| $32.9K | 0.01% | 473 | – | – |
