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 | |
|---|---|---|---|---|---|---|---|
| $12.4K | 0% | 155 | – | – | |||
| $12.3K | 0% | 478 +4 | +0.8% | +$103 | |||
| $12.2K | 0% | 129 | – | – | |||
| $12.2K | 0% | 151 -67 | -31% | -$5.41K | |||
| $12.2K | 0% | 340 | – | – | |||
| $12.1K | 0% | 27 -4 | -13% | -$1.79K | |||
| $12.1K | 0% | 100 -916 | -90% | -$110K | |||
| $12K | 0% | 132 -4 | -3% | -$365 | |||
| $12K | 0% | 185 | – | – | |||
| $11.9K | 0% | 70 -116 | -62% | -$19.8K | |||
| $11.9K | 0% | 182 | – | – | |||
| $11.9K | 0% | 652 +126 | +24% | +$2.3K | |||
| $11.8K | 0% | 540 | – | – | |||
| $11.8K | 0% | 238 | – | – | |||
| $11.7K | 0% | 84 | – | – | |||
| $11.7K | 0% | 441 +72 | +20% | +$1.92K | |||
| $11.7K | 0% | 78 -12 | -13% | -$1.8K | |||
| $11.7K | 0% | 366 | – | – | |||
| $11.7K | 0% | 500 | – | – | |||
| $11.5K | 0% | 109 | – | – | |||
| $11.4K | 0% | 131 | – | – | |||
| $11.3K | 0% | 101 +1 | +1% | +$112 | |||
| $11.3K | 0% | 62 +7 | +13% | +$1.28K | |||
| $11.3K | 0% | 65 | – | – | |||
| $11.1K | 0% | 179 +123 | +220% | +$7.65K |
