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 | |
|---|---|---|---|---|---|---|---|
| $1.35K | 0% | 25 -28 | -53% | -$1.52K | |||
| $1.35K | 0% | 51 | New | +$1.35K | |||
| $1.34K | 0% | 5 | New | +$1.34K | |||
| $1.33K | 0% | 222 | – | – | |||
| $1.32K | 0% | 17 | New | +$1.32K | |||
| $1.32K | 0% | 28 | New | +$1.32K | |||
| $1.32K | 0% | 169 | New | +$1.32K | |||
| $1.31K | 0% | 50 | – | – | |||
| $1.31K | 0% | 21 | New | +$1.31K | |||
| $1.3K | 0% | 13 +4 | +44% | +$401 | |||
| $1.3K | 0% | 208 | – | – | |||
| $1.29K | 0% | 34 | – | – | |||
| $1.29K | 0% | 86 | New | +$1.29K | |||
| $1.28K | 0% | 49 +18 | +58% | +$471 | |||
| $1.28K | 0% | 88 | New | +$1.28K | |||
| $1.27K | 0% | 8 | New | +$1.27K | |||
| $1.25K | 0% | 27 | New | +$1.25K | |||
| $1.25K | 0% | 87 | – | – | |||
| $1.25K | 0% | 107 | New | +$1.25K | |||
| $1.24K | 0% | 90 | New | +$1.24K | |||
| $1.24K | 0% | 87 | New | +$1.24K | |||
| $1.24K | 0% | 9 | New | +$1.24K | |||
| $1.24K | 0% | 86 | – | – | |||
| $1.23K | 0% | 141 | – | – | |||
| $1.23K | 0% | 2 | New | +$1.23K |
