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 | |
|---|---|---|---|---|---|---|---|
| $1.23K | 0% | 19 -32 | -63% | -$2.07K | |||
| $1.23K | 0% | 667 | New | +$1.23K | |||
| $1.23K | 0% | 6 +1 | +20% | +$204 | |||
| $1.21K | 0% | 7 | – | – | |||
| $1.21K | 0% | 108 | – | – | |||
| $1.2K | 0% | 101 | – | – | |||
| $1.19K | 0% | 252 | – | – | |||
| $1.19K | 0% | 161 | New | +$1.19K | |||
| $1.19K | 0% | 37 -24 | -39% | -$770 | |||
| $1.18K | 0% | 166 | New | +$1.18K | |||
| $1.18K | 0% | 1 | – | – | |||
| $1.17K | 0% | 10 | – | – | |||
| $1.16K | 0% | 15 | New | +$1.16K | |||
| $1.16K | 0% | 20 | – | – | |||
| $1.15K | 0% | 9 | – | – | |||
| $1.15K | 0% | 19 | – | – | |||
| $1.15K | 0% | 3 | – | – | |||
| $1.15K | 0% | 35 | New | +$1.15K | |||
| $1.14K | 0% | 289 | New | +$1.14K | |||
| $1.14K | 0% | 90 | New | +$1.14K | |||
| $1.13K | 0% | 61 | New | +$1.13K | |||
| $1.12K | 0% | 28 +12 | +75% | +$480 | |||
| $1.12K | 0% | 5 +3 | +150% | +$672 | |||
| $1.12K | 0% | 212 | – | – | |||
| $1.11K | 0% | 59 | New | +$1.11K |
