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 | |
|---|---|---|---|---|---|---|---|
| $6.16K | 0% | 146 -60 | -29% | -$2.53K | |||
| $6.13K | 0% | 20 | – | – | |||
| $6.12K | 0% | 40 | – | – | |||
| $6.06K | 0% | 290 +232 | +400% | +$4.85K | |||
| $6.04K | 0% | 644 +206 | +47% | +$1.93K | |||
| $6.02K | 0% | 44 +14 | +47% | +$1.92K | |||
| $6.02K | 0% | 76 | New | +$6.02K | |||
| $5.96K | 0% | 144 -100 | -41% | -$4.14K | |||
| $5.94K | 0% | 27 | – | – | |||
| $5.92K | 0% | 10 -2 | -17% | -$1.18K | |||
| $5.9K | 0% | 162 | – | – | |||
| $5.9K | 0% | 31 +3 | +11% | +$571 | |||
| $5.85K | 0% | 200 | – | – | |||
| $5.78K | 0% | 232 | – | – | |||
| $5.72K | 0% | 164 | New | +$5.72K | |||
| $5.62K | 0% | 110 | New | +$5.62K | |||
| $5.56K | 0% | 293 | – | – | |||
| $5.52K | 0% | 75 | – | – | |||
| $5.52K | 0% | 514 +93 | +22% | +$998 | |||
| $5.41K | 0% | 27 | New | +$5.41K | |||
| $5.35K | 0% | 56 | – | – | |||
| $5.33K | 0% | 1,741 +895 | +106% | +$2.74K | |||
| $5.3K | 0% | 231 -74 | -24% | -$1.7K | |||
| $5.3K | 0% | 48 -306 | -86% | -$33.8K | |||
| $5.27K | 0% | 359 | – | – |
