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 | |
|---|---|---|---|---|---|---|---|
| $1.71K | 0% | 3 | New | +$1.71K | |||
| $1.71K | 0% | 14 +8 | +133% | +$979 | |||
| $1.71K | 0% | 34 | New | +$1.71K | |||
| $1.7K | 0% | 40 | – | – | |||
| $1.7K | 0% | 46 | New | +$1.7K | |||
| $1.7K | 0% | 80 | New | +$1.7K | |||
| $1.7K | 0% | 13 -4 | -24% | -$522 | |||
| $1.7K | 0% | 22 | New | +$1.7K | |||
| $1.69K | 0% | 443 | – | – | |||
| $1.68K | 0% | 72 | New | +$1.68K | |||
| $1.67K | 0% | 613 | New | +$1.67K | |||
| $1.66K | 0% | 33 | – | – | |||
| $1.65K | 0% | 44 | – | – | |||
| $1.64K | 0% | 13 | New | +$1.64K | |||
| $1.63K | 0% | 201 +181 | +905% | +$1.47K | |||
| $1.62K | 0% | 33 | – | – | |||
| $1.61K | 0% | 83 | – | – | |||
| $1.61K | 0% | 105 | – | – | |||
| $1.59K | 0% | 10 | New | +$1.59K | |||
| $1.58K | 0% | 26 | – | – | |||
| $1.58K | 0% | 27 | New | +$1.58K | |||
| $1.58K | 0% | 38 | New | +$1.58K | |||
| $1.58K | 0% | 12 | – | – | |||
| $1.58K | 0% | 26 +14 | +117% | +$848 | |||
| $1.56K | 0% | 10 | – | – |
