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 | |
|---|---|---|---|---|---|---|---|
| $29.2K | 0.01% | 290 | – | – | |||
| $29.2K | 0.01% | 481 -6 | -1% | -$364 | |||
| $29.1K | 0.01% | 396 -243 | -38% | -$17.8K | |||
| $28.4K | 0% | 195 -6 | -3% | -$874 | |||
| $28.4K | 0% | 254 +3 | +1% | +$335 | |||
| $28.3K | 0% | 869 +50 | +6% | +$1.63K | |||
| $28.1K | 0% | 290 | – | – | |||
| $28K | 0% | 369 | – | – | |||
| $27.6K | 0% | 703 | – | – | |||
| $27.3K | 0% | 59 | – | – | |||
| $27.3K | 0% | 193 | – | – | |||
| $27.3K | 0% | 177 +4 | +2% | +$617 | |||
| $26.7K | 0% | 50 | – | – | |||
| $26.7K | 0% | 360 | – | – | |||
| $26.5K | 0% | 373 | – | – | |||
| $26.4K | 0% | 372 -58 | -13% | -$4.11K | |||
| $26.3K | 0% | 346 | – | – | |||
| $26.2K | 0% | 552 +4 | +0.7% | +$190 | |||
| $26.2K | 0% | 665 | – | – | |||
| $26.2K | 0% | 96 +3 | +3% | +$818 | |||
| $25.7K | 0% | 647 -149 | -19% | -$5.92K | |||
| $25.3K | 0% | 147 +15 | +11% | +$2.58K | |||
| $25.2K | 0% | 327 +13 | +4% | +$1K | |||
| $24.9K | 0% | 37 +1 | +3% | +$673 | |||
| $24.7K | 0% | 343 | – | – |
