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 | |
|---|---|---|---|---|---|---|---|
| $20.8K | 0% | 733 +285 | +64% | +$8.08K | |||
| $20.6K | 0% | 809 | – | – | |||
| $20.6K | 0% | 668 | – | – | |||
| $20.5K | 0% | 237 +1 | +0.4% | +$86 | |||
| $20.5K | 0% | 120 | – | – | |||
| $20.5K | 0% | 586 -25 | -4% | -$873 | |||
| $20.4K | 0% | 540 -195 | -27% | -$7.38K | |||
| $20.4K | 0% | 377 | New | +$20.4K | |||
| $20.3K | 0% | 845 +28 | +3% | +$671 | |||
| $20.3K | 0% | 96 | New | +$20.3K | |||
| $20K | 0% | 722 | – | – | |||
| $20K | 0% | 63 +3 | +5% | +$952 | |||
| $20K | 0% | 509 -17 | -3% | -$667 | |||
| $19.9K | 0% | 172 | – | – | |||
| $19.8K | 0% | 197 | – | – | |||
| $19.8K | 0% | 180 +12 | +7% | +$1.32K | |||
| $19.8K | 0% | 275 | – | – | |||
| $19.7K | 0% | 250 -30 | -11% | -$2.37K | |||
| $19.6K | 0% | 400 | – | – | |||
| $19.4K | 0% | 704 | – | – | |||
| $19.2K | 0% | 766 +5 | +0.7% | +$125 | |||
| $19.1K | 0% | 171 +1 | +0.6% | +$111 | |||
| $19K | 0% | 329 | – | – | |||
| $18.9K | 0% | 739 | – | – | |||
| $18.6K | 0% | 182 -1 | -0.6% | -$102 |
