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 | |
|---|---|---|---|---|---|---|---|
| $5.27K | 0% | 75 +2 | +3% | +$140 | |||
| $5.25K | 0% | 114 +24 | +27% | +$1.11K | |||
| $5.11K | 0% | 50 | – | – | |||
| $5.1K | 0% | 511 -111 | -18% | -$1.11K | |||
| $5.09K | 0% | 43 +8 | +23% | +$947 | |||
| $5.09K | 0% | 18 -141 | -89% | -$39.8K | |||
| $5.07K | 0% | 72 | – | – | |||
| $5K | 0% | 105 | New | +$5K | |||
| $4.96K | 0% | 110 | – | – | |||
| $4.94K | 0% | 107 -3 | -3% | -$139 | |||
| $4.93K | 0% | 65 -37 | -36% | -$2.81K | |||
| $4.9K | 0% | 33 | – | – | |||
| $4.89K | 0% | 6 | – | – | |||
| $4.75K | 0% | 108 | New | +$4.75K | |||
| $4.74K | 0% | 100 | – | – | |||
| $4.71K | 0% | 63 +13 | +26% | +$971 | |||
| $4.7K | 0% | 79 | – | – | |||
| $4.69K | 0% | 90 | – | – | |||
| $4.64K | 0% | 113 | – | – | |||
| $4.64K | 0% | 70 | – | – | |||
| $4.63K | 0% | 50 | – | – | |||
| $4.59K | 0% | 21 | – | – | |||
| $4.58K | 0% | 484 | – | – | |||
| $4.57K | 0% | 103 | – | – | |||
| $4.57K | 0% | 50 | – | – |
