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 | |
|---|---|---|---|---|---|---|---|
| $24.5K | 0% | 367 | – | – | |||
| $24.5K | 0% | 487 +3 | +0.6% | +$151 | |||
| $24.4K | 0% | 351 | – | – | |||
| $24.4K | 0% | 92 +3 | +3% | +$796 | |||
| $24.1K | 0% | 274 +8 | +3% | +$704 | |||
| $23.9K | 0% | 1,040 -725 | -41% | -$16.7K | |||
| $23.7K | 0% | 470 | – | – | |||
| $23.6K | 0% | 1,734 | – | – | |||
| $23.2K | 0% | 477 | – | – | |||
| $22.8K | 0% | 80 | – | – | |||
| $22.7K | 0% | 53 | – | – | |||
| $22.4K | 0% | 587 +45 | +8% | +$1.72K | |||
| $22.4K | 0% | 584 | – | – | |||
| $22.4K | 0% | 435 +47 | +12% | +$2.42K | |||
| $22.4K | 0% | 586 | – | – | |||
| $22.3K | 0% | 105 +94 | +855% | +$19.9K | |||
| $22.2K | 0% | 69 | – | – | |||
| $22.2K | 0% | 215 | – | – | |||
| $22.1K | 0% | 233 +13 | +6% | +$1.23K | |||
| $22K | 0% | 156 | – | – | |||
| $22K | 0% | 305 +9 | +3% | +$648 | |||
| $21.4K | 0% | 400 | – | – | |||
| $21.4K | 0% | 266 +133 | +100% | +$10.7K | |||
| $21K | 0% | 169 | – | – | |||
| $20.9K | 0% | 33 -19 | -37% | -$12.1K |
