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 | |
|---|---|---|---|---|---|---|---|
| $2.61K | 0% | 100 | New | +$2.61K | |||
| $2.59K | 0% | 42 | – | – | |||
| $2.57K | 0% | 62 | – | – | |||
| $2.56K | 0% | 34 | – | – | |||
| $2.55K | 0% | 219 -17,292 | -99% | -$201K | |||
| $2.54K | 0% | 123 | – | – | |||
| $2.51K | 0% | 160 +58 | +57% | +$910 | |||
| $2.48K | 0% | 27 | New | +$2.48K | |||
| $2.47K | 0% | 52 -12 | -19% | -$570 | |||
| $2.45K | 0% | 25 | New | +$2.45K | |||
| $2.44K | 0% | 8 | – | – | |||
| $2.42K | 0% | 50 | – | – | |||
| $2.4K | 0% | 1,030 -2,321 | -69% | -$5.41K | |||
| $2.38K | 0% | 9 | New | +$2.38K | |||
| $2.37K | 0% | 100 +66 | +194% | +$1.56K | |||
| $2.36K | 0% | 4 | – | – | |||
| $2.35K | 0% | 591 -303 | -34% | -$1.21K | |||
| $2.31K | 0% | 80 | – | – | |||
| $2.29K | 0% | 123 | New | +$2.29K | |||
| $2.25K | 0% | 25 | – | – | |||
| $2.24K | 0% | 103 | New | +$2.24K | |||
| $2.24K | 0% | 57 | – | – | |||
| $2.21K | 0% | 978 +426 | +77% | +$963 | |||
| $2.19K | 0% | 24 | – | – | |||
| $2.17K | 0% | 51 +28 | +122% | +$1.19K |
