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 | |
|---|---|---|---|---|---|---|---|
| $14.1K | 0% | 71 | – | – | |||
| $14K | 0% | 450 -49 | -10% | -$1.53K | |||
| $14K | 0% | 179 | New | +$14K | |||
| $13.9K | 0% | 269 +1 | +0.4% | +$52 | |||
| $13.9K | 0% | 952 | – | – | |||
| $13.8K | 0% | 198 | – | – | |||
| $13.8K | 0% | 200 | – | – | |||
| $13.8K | 0% | 203 -212 | -51% | -$14.4K | |||
| $13.6K | 0% | 112 | – | – | |||
| $13.6K | 0% | 446 +2 | +0.5% | +$61 | |||
| $13.6K | 0% | 214 +19 | +10% | +$1.21K | |||
| $13.5K | 0% | 213 | – | – | |||
| $13.5K | 0% | 1,524 | – | – | |||
| $13.3K | 0% | 201 | – | – | |||
| $13.3K | 0% | 329 +12 | +4% | +$485 | |||
| $13.3K | 0% | 97 +6 | +7% | +$822 | |||
| $13.2K | 0% | 74 | – | – | |||
| $13.2K | 0% | 97 | – | – | |||
| $13.1K | 0% | 316 | – | – | |||
| $12.9K | 0% | 210 +49 | +30% | +$3.02K | |||
| $12.9K | 0% | 211 +32 | +18% | +$1.95K | |||
| $12.7K | 0% | 392 -1,513 | -79% | -$49K | |||
| $12.6K | 0% | 211 | – | – | |||
| $12.6K | 0% | 47 | – | – | |||
| $12.5K | 0% | 377 | – | – |
