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 | |
|---|---|---|---|---|---|---|---|
| $3.25K | 0% | 373 +104 | +39% | +$906 | |||
| $3.22K | 0% | 15 +5 | +50% | +$1.07K | |||
| $3.21K | 0% | 217 -11 | -5% | -$163 | |||
| $3.2K | 0% | 75 | – | – | |||
| $3.18K | 0% | 619 | – | – | |||
| $3.07K | 0% | 200 -36 | -15% | -$553 | |||
| $3.07K | 0% | 6 -59 | -91% | -$30.2K | |||
| $3.06K | 0% | 74 -23 | -24% | -$951 | |||
| $3K | 0% | 66 | – | – | |||
| $2.93K | 0% | 245 | – | – | |||
| $2.89K | 0% | 270 | – | – | |||
| $2.85K | 0% | 31 | – | – | |||
| $2.85K | 0% | 216 +40 | +23% | +$528 | |||
| $2.85K | 0% | 182 | – | – | |||
| $2.83K | 0% | 1,022 | – | – | |||
| $2.79K | 0% | 171 | – | – | |||
| $2.78K | 0% | 32 | – | – | |||
| $2.75K | 0% | 126 +22 | +21% | +$479 | |||
| $2.73K | 0% | 275 | – | – | |||
| $2.71K | 0% | 381 +279 | +274% | +$1.98K | |||
| $2.7K | 0% | 490 +115 | +31% | +$634 | |||
| $2.67K | 0% | 140 | New | +$2.67K | |||
| $2.66K | 0% | 39 +23 | +144% | +$1.57K | |||
| $2.64K | 0% | 15 | – | – | |||
| $2.62K | 0% | 54 +10 | +23% | +$486 |
