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 | |
|---|---|---|---|---|---|---|---|
| $2.17K | 0% | 25 +15 | +150% | +$1.3K | |||
| $2.15K | 0% | 12 +6 | +100% | +$1.08K | |||
| $2.15K | 0% | 22 | – | – | |||
| $2.14K | 0% | 91 +58 | +176% | +$1.37K | |||
| $2.12K | 0% | 36 | New | +$2.12K | |||
| $2.11K | 0% | 152 | New | +$2.11K | |||
| $2.09K | 0% | 135 | – | – | |||
| $2.08K | 0% | 9 | New | +$2.08K | |||
| $2.07K | 0% | 43 | – | – | |||
| $2.06K | 0% | 236 | New | +$2.06K | |||
| $2.05K | 0% | 48 -2 | -4% | -$85 | |||
| $2.05K | 0% | 17 +7 | +70% | +$842 | |||
| $2.04K | 0% | 95 | – | – | |||
| $2.04K | 0% | 60 | New | +$2.04K | |||
| $2.04K | 0% | 28 +13 | +87% | +$945 | |||
| $2.01K | 0% | 33 | – | – | |||
| $2K | 0% | 60 -24 | -29% | -$801 | |||
| $2K | 0% | 28 | New | +$2K | |||
| $1.98K | 0% | 100 | – | – | |||
| $1.96K | 0% | 50 -26 | -34% | -$1.02K | |||
| $1.93K | 0% | 76 | – | – | |||
| $1.92K | 0% | 38 -80 | -68% | -$4.04K | |||
| $1.91K | 0% | 50 | – | – | |||
| $1.9K | 0% | 11 | New | +$1.9K | |||
| $1.9K | 0% | 100 | – | – |
