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 | |
|---|---|---|---|---|---|---|---|
| $7K | 0% | 871 | – | – | |||
| $7K | 0% | 115 | – | – | |||
| $6.98K | 0% | 96 | – | – | |||
| $6.94K | 0% | 1,035 | – | – | |||
| $6.91K | 0% | 333 | – | – | |||
| $6.9K | 0% | 220 | – | – | |||
| $6.87K | 0% | 92 -119 | -56% | -$8.89K | |||
| $6.87K | 0% | 1,474 +220 | +18% | +$1.03K | |||
| $6.83K | 0% | 589 | – | – | |||
| $6.81K | 0% | 100 | – | – | |||
| $6.81K | 0% | 170 | – | – | |||
| $6.72K | 0% | 71 | – | – | |||
| $6.59K | 0% | 91 | – | – | |||
| $6.52K | 0% | 268 | – | – | |||
| $6.46K | 0% | 233 -661 | -74% | -$18.3K | |||
| $6.43K | 0% | 293 +53 | +22% | +$1.16K | |||
| $6.42K | 0% | 78 | – | – | |||
| $6.32K | 0% | 154 | – | – | |||
| $6.29K | 0% | 175 | – | – | |||
| $6.27K | 0% | 17 +6 | +55% | +$2.21K | |||
| $6.24K | 0% | 201 | – | – | |||
| $6.23K | 0% | 60 | – | – | |||
| $6.21K | 0% | 98 | – | – | |||
| $6.2K | 0% | 160 +84 | +111% | +$3.25K | |||
| $6.17K | 0% | 426 | New | +$6.17K |
