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 | |
|---|---|---|---|---|---|---|---|
| $11.1K | 0% | 51 +5 | +11% | +$1.09K | |||
| $11K | 0% | 699 | – | – | |||
| $10.9K | 0% | 82 -46 | -36% | -$6.11K | |||
| $10.8K | 0% | 150 | – | – | |||
| $10.2K | 0% | 132 +120 | +1,000% | +$9.3K | |||
| $10.2K | 0% | 171 +15 | +10% | +$897 | |||
| $10.2K | 0% | 71 | – | – | |||
| $10.1K | 0% | 148 +2 | +1% | +$137 | |||
| $10.1K | 0% | 89 | – | – | |||
| $10.1K | 0% | 307 | – | – | |||
| $10K | 0% | 63 +25 | +66% | +$3.97K | |||
| $9.91K | 0% | 75 +15 | +25% | +$1.98K | |||
| $9.89K | 0% | 173 | – | – | |||
| $9.77K | 0% | 27 | – | – | |||
| $9.75K | 0% | 100 | – | – | |||
| $9.72K | 0% | 448 +5 | +1% | +$109 | |||
| $9.63K | 0% | 186 | – | – | |||
| $9.57K | 0% | 22 +8 | +57% | +$3.48K | |||
| $9.51K | 0% | 87 | – | – | |||
| $9.35K | 0% | 166 | – | – | |||
| $9.2K | 0% | 72 | – | – | |||
| $9.19K | 0% | 550 | – | – | |||
| $9.16K | 0% | 217 | – | – | |||
| $9.05K | 0% | 71 +1 | +1% | +$127 | |||
| $8.97K | 0% | 235 | – | – |
