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 | |
|---|---|---|---|---|---|---|---|
| $3.87K | 0% | 130 | – | – | |||
| $3.85K | 0% | 64 -166 | -72% | -$9.98K | |||
| $3.85K | 0% | 36 | – | – | |||
| $3.84K | 0% | 50 | – | – | |||
| $3.77K | 0% | 1,000 | – | – | |||
| $3.76K | 0% | 51 | – | – | |||
| $3.75K | 0% | 69 -1 | -1% | -$54 | |||
| $3.75K | 0% | 100 | – | – | |||
| $3.7K | 0% | 92 | – | – | |||
| $3.69K | 0% | 87 | – | – | |||
| $3.66K | 0% | 121 +104 | +612% | +$3.14K | |||
| $3.61K | 0% | 100 | – | – | |||
| $3.61K | 0% | 32 | New | +$3.61K | |||
| $3.54K | 0% | 44 +11 | +33% | +$886 | |||
| $3.54K | 0% | 487 +4 | +0.8% | +$29 | |||
| $3.53K | 0% | 8 -598 | -99% | -$264K | |||
| $3.45K | 0% | 133 +5 | +4% | +$130 | |||
| $3.42K | 0% | 50 -18 | -26% | -$1.23K | |||
| $3.41K | 0% | 63 | – | – | |||
| $3.39K | 0% | 38 +16 | +73% | +$1.43K | |||
| $3.37K | 0% | 655 +511 | +355% | +$2.63K | |||
| $3.36K | 0% | 86 | – | – | |||
| $3.36K | 0% | 585 +168 | +40% | +$966 | |||
| $3.31K | 0% | 160 | New | +$3.31K | |||
| $3.29K | 0% | 78 | – | – |
