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 | |
|---|---|---|---|---|---|---|---|
| $1.9K | 0% | 376 | – | – | |||
| $1.89K | 0% | 250 | – | – | |||
| $1.88K | 0% | 79 | – | – | |||
| $1.86K | 0% | 19 | New | +$1.86K | |||
| $1.86K | 0% | 13 | New | +$1.86K | |||
| $1.86K | 0% | 13 | – | – | |||
| $1.85K | 0% | 36 | – | – | |||
| $1.85K | 0% | 41 | New | +$1.85K | |||
| $1.84K | 0% | 23 | – | – | |||
| $1.83K | 0% | 12 | New | +$1.83K | |||
| $1.83K | 0% | 117 | New | +$1.83K | |||
| $1.82K | 0% | 11 -3 | -21% | -$497 | |||
| $1.81K | 0% | 33 -77 | -70% | -$4.23K | |||
| $1.8K | 0% | 24 | – | – | |||
| $1.8K | 0% | 9 | New | +$1.8K | |||
| $1.79K | 0% | 8 +4 | +100% | +$896 | |||
| $1.79K | 0% | 19 | – | – | |||
| $1.78K | 0% | 88 | New | +$1.78K | |||
| $1.78K | 0% | 60 | – | – | |||
| $1.78K | 0% | 58 | – | – | |||
| $1.77K | 0% | 17 | New | +$1.77K | |||
| $1.77K | 0% | 89 -378 | -81% | -$7.5K | |||
| $1.76K | 0% | 11 -57 | -84% | -$9.14K | |||
| $1.75K | 0% | 3 | – | – | |||
| $1.74K | 0% | 24 | New | +$1.74K |
