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 | |
|---|---|---|---|---|---|---|---|
| $18.6K | 0% | 152 | – | – | |||
| $18.5K | 0% | 347 +153 | +79% | +$8.18K | |||
| $18.5K | 0% | 267 | – | – | |||
| $18.2K | 0% | 790 +5 | +0.6% | +$115 | |||
| $18K | 0% | 105 +1 | +1% | +$172 | |||
| $17.9K | 0% | 300 | – | – | |||
| $17.8K | 0% | 84 | – | – | |||
| $17.7K | 0% | 78 | – | – | |||
| $17.7K | 0% | 88 | – | – | |||
| $17.7K | 0% | 253 | – | – | |||
| $17.6K | 0% | 41 +37 | +925% | +$15.9K | |||
| $17.5K | 0% | 199 -74 | -27% | -$6.51K | |||
| $17.3K | 0% | 820 | – | – | |||
| $17.3K | 0% | 202 +12 | +6% | +$1.03K | |||
| $17.2K | 0% | 45 | – | – | |||
| $17K | 0% | 78 +9 | +13% | +$1.96K | |||
| $16.9K | 0% | 173 -29 | -14% | -$2.83K | |||
| $16.8K | 0% | 105 | New | +$16.8K | |||
| $16.7K | 0% | 955 | – | – | |||
| $16.4K | 0% | 98 +6 | +7% | +$1.01K | |||
| $16.4K | 0% | 128 | – | – | |||
| $16.3K | 0% | 72 | – | – | |||
| $16K | 0% | 1,287 -7 | -0.5% | -$87 | |||
| $16K | 0% | 65 +1 | +2% | +$246 | |||
| $16K | 0% | 105 | – | – |
