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 | |
|---|---|---|---|---|---|---|---|
| $4.47K | 0% | 74 | New | +$4.47K | |||
| $4.43K | 0% | 100 | – | – | |||
| $4.43K | 0% | 250 +96 | +62% | +$1.7K | |||
| $4.39K | 0% | 551 +45 | +9% | +$358 | |||
| $4.37K | 0% | 161 | – | – | |||
| $4.32K | 0% | 18 | – | – | |||
| $4.3K | 0% | 220 | – | – | |||
| $4.28K | 0% | 62 +27 | +77% | +$1.87K | |||
| $4.28K | 0% | 104 +6 | +6% | +$247 | |||
| $4.27K | 0% | 1,000 | – | – | |||
| $4.25K | 0% | 28 | – | – | |||
| $4.21K | 0% | 190 | – | – | |||
| $4.19K | 0% | 407 -2,338 | -85% | -$24K | |||
| $4.17K | 0% | 180 | – | – | |||
| $4.17K | 0% | 61 | – | – | |||
| $4.14K | 0% | 195 | New | +$4.14K | |||
| $4.07K | 0% | 97 | – | – | |||
| $4.04K | 0% | 12 -45 | -79% | -$15.2K | |||
| $4.03K | 0% | 11 | – | – | |||
| $4.03K | 0% | 184 -21 | -10% | -$459 | |||
| $3.98K | 0% | 3 | New | +$3.98K | |||
| $3.97K | 0% | 134 +34 | +34% | +$1.01K | |||
| $3.93K | 0% | 631 +145 | +30% | +$902 | |||
| $3.91K | 0% | 318 -2,083 | -87% | -$25.6K | |||
| $3.88K | 0% | 54 +39 | +260% | +$2.81K |
