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 | |
|---|---|---|---|---|---|---|---|
| $16K | 0% | 51 -12 | -19% | -$3.76K | |||
| $16K | 0% | 204 +30 | +17% | +$2.35K | |||
| $16K | 0% | 282 +16 | +6% | +$906 | |||
| $15.8K | 0% | 1,794 -111 | -6% | -$976 | |||
| $15.7K | 0% | 241 | – | – | |||
| $15.7K | 0% | 93 -117 | -56% | -$19.8K | |||
| $15.5K | 0% | 132 +124 | +1,550% | +$14.6K | |||
| $15.3K | 0% | 50 | – | – | |||
| $15.3K | 0% | 53 +24 | +83% | +$6.92K | |||
| $15.2K | 0% | 778 | – | – | |||
| $15.2K | 0% | 333 -11 | -3% | -$502 | |||
| $15.2K | 0% | 224 +110 | +96% | +$7.45K | |||
| $15.2K | 0% | 1,112 +66 | +6% | +$900 | |||
| $15.1K | 0% | 263 +19 | +8% | +$1.09K | |||
| $14.7K | 0% | 129 | – | – | |||
| $14.6K | 0% | 552 | – | – | |||
| $14.6K | 0% | 198 -177 | -47% | -$13K | |||
| $14.5K | 0% | 294 | – | – | |||
| $14.5K | 0% | 278 | – | – | |||
| $14.4K | 0% | 59 +3 | +5% | +$732 | |||
| $14.3K | 0% | 398 -68 | -15% | -$2.44K | |||
| $14.3K | 0% | 227 | – | – | |||
| $14.3K | 0% | 768 | – | – | |||
| $14.1K | 0% | 264 | – | – | |||
| $14.1K | 0% | 120 | – | – |
