PWA

Physician Wealth Advisors Portfolio holdings

AUM $581M
AUM
$581M
AUM Growth
-$10.9M
Cap. Flow
+$6.04M
Cap. Flow %
1.04%
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

1Technology6.11%
2Healthcare2%
3Financials1.6%
4Consumer Discretionary1.37%
5Industrials0.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.55K0%20 New
+$1.55K
$1.55K0%121 New
+$1.55K
$1.53K0%80
+41
+105%
+$784
$1.53K0%1,428 New
+$1.53K
$1.52K0%33 New
+$1.52K
$1.51K0%131 New
+$1.51K
$1.51K0%155 New
+$1.51K
$1.5K0%8 New
+$1.5K
$1.49K0%9 ––
$1.49K0%6 New
+$1.49K
$1.47K0%69 New
+$1.47K
$1.47K0%91 New
+$1.47K
$1.46K0%7 New
+$1.46K
$1.46K0%97 New
+$1.46K
$1.44K0%201 New
+$1.44K
$1.42K0%50
+5
+11%
+$142
$1.41K0%91 ––
$1.39K0%61
+29
+91%
+$663
$1.39K0%40 ––
$1.38K0%1
-15
-94%
-$20.8K
$1.38K0%40 New
+$1.38K
$1.36K0%2
+1
+100%
+$680
$1.36K0%300 ––
$1.36K0%40 New
+$1.36K
$1.36K0%93 New
+$1.36K
1 363738394062