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 | |
|---|---|---|---|---|---|---|---|
| $1.64M | 0.28% | 11,060 -57 | -0.5% | -$8.46K | |||
| $1.63M | 0.28% | 27,977 -1,010 | -3% | -$58.9K | |||
| $1.6M | 0.28% | 7,938 +1 | +0% | +$202 | |||
| $1.6M | 0.28% | 6,764 -110 | -2% | -$26K | |||
| $1.55M | 0.27% | 15,873 +129 | +0.8% | +$12.6K | |||
| $1.43M | 0.25% | 5,500 -65 | -1% | -$16.8K | |||
| $1.36M | 0.23% | 14,494 -257 | -2% | -$24.1K | |||
| $1.25M | 0.21% | 42,581 | – | – | |||
| $1.19M | 0.2% | 33,157 -500 | -1% | -$17.9K | |||
| $1.15M | 0.2% | 1,396 -10 | -0.7% | -$8.26K | |||
| $1.05M | 0.18% | 7,012 -8 | -0.1% | -$1.2K | |||
| $1.05M | 0.18% | 11,971 +628 | +6% | +$55.1K | |||
| $1.03M | 0.18% | 9,653 +119 | +1% | +$12.7K | |||
| $1.01M | 0.17% | 15,963 -615 | -4% | -$39.1K | |||
| $994K | 0.17% | 3,868 +9 | +0.2% | +$2.31K | |||
| $987K | 0.17% | 6,383 -567 | -8% | -$87.7K | |||
| $982K | 0.17% | 8,856 -412 | -4% | -$45.7K | |||
| $962K | 0.17% | 9,722 -4,366 | -31% | -$432K | |||
| $931K | 0.16% | 8,818 +406 | +5% | +$42.9K | |||
| $917K | 0.16% | 4,922 -479 | -9% | -$89.2K | |||
| $912K | 0.16% | 1,145 +15 | +1% | +$11.9K | |||
| $887K | 0.15% | 1,782 | – | – | |||
| $873K | 0.15% | 2,655 +11 | +0.4% | +$3.62K | |||
| $818K | 0.14% | 1,492 -59 | -4% | -$32.3K | |||
| $803K | 0.14% | 1,393 +46 | +3% | +$26.5K |
