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 | |
|---|---|---|---|---|---|---|---|
| $32.4K | 0.01% | 170 | – | – | |||
| $32.3K | 0.01% | 698 -34 | -5% | -$1.58K | |||
| $32.3K | 0.01% | 200 | – | – | |||
| $32.2K | 0.01% | 902 | – | – | |||
| $31.9K | 0.01% | 449 | – | – | |||
| $31.9K | 0.01% | 1,247 +23 | +2% | +$588 | |||
| $31.7K | 0.01% | 306 | – | – | |||
| $31.6K | 0.01% | 387 +2 | +0.5% | +$163 | |||
| $31.6K | 0.01% | 374 | – | – | |||
| $31.4K | 0.01% | 1,138 -2,034 | -64% | -$56.1K | |||
| $31.2K | 0.01% | 422 | – | – | |||
| $31.2K | 0.01% | 265 +155 | +141% | +$18.2K | |||
| $30.9K | 0.01% | 236 +1 | +0.4% | +$131 | |||
| $30.7K | 0.01% | 276 -315 | -53% | -$35K | |||
| $30.6K | 0.01% | 263 | – | – | |||
| $30.4K | 0.01% | 513 +3 | +0.6% | +$178 | |||
| $30.4K | 0.01% | 378 | – | – | |||
| $30.4K | 0.01% | 333 | – | – | |||
| $30.2K | 0.01% | 1,189 -269 | -18% | -$6.83K | |||
| $29.7K | 0.01% | 645 | – | – | |||
| $29.6K | 0.01% | 144 | – | – | |||
| $29.5K | 0.01% | 58 +2 | +4% | +$1.02K | |||
| $29.4K | 0.01% | 184 -123 | -40% | -$19.7K | |||
| $29.4K | 0.01% | 1,326 | – | – | |||
| $29.3K | 0.01% | 358 | – | – |
