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 | |
|---|---|---|---|---|---|---|---|
| $8.97K | 0% | 232 | – | – | |||
| $8.93K | 0% | 47 +3 | +7% | +$570 | |||
| $8.93K | 0% | 161 | – | – | |||
| $8.8K | 0% | 22 | – | – | |||
| $8.79K | 0% | 28,375 | – | – | |||
| $8.78K | 0% | 156 | – | – | |||
| $8.75K | 0% | 30 | – | – | |||
| $8.73K | 0% | 252 -27 | -10% | -$935 | |||
| $8.67K | 0% | 128 | – | – | |||
| $8.55K | 0% | 45 | – | – | |||
| $8.52K | 0% | 176 -12 | -6% | -$581 | |||
| $8.49K | 0% | 123 +14 | +13% | +$967 | |||
| $8.41K | 0% | 109 -80 | -42% | -$6.18K | |||
| $8.38K | 0% | 45 | – | – | |||
| $8.31K | 0% | 40 | – | – | |||
| $8.3K | 0% | 395 | – | – | |||
| $8.26K | 0% | 56 | – | – | |||
| $8.25K | 0% | 15 +4 | +36% | +$2.2K | |||
| $8.22K | 0% | 100 +40 | +67% | +$3.29K | |||
| $8.2K | 0% | 116 +10 | +9% | +$707 | |||
| $8.1K | 0% | 338 | – | – | |||
| $8.01K | 0% | 984 | – | – | |||
| $7.99K | 0% | 40 +36 | +900% | +$7.19K | |||
| $7.97K | 0% | 44 | – | – | |||
| $7.96K | 0% | 55 | – | – |
