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 | |
|---|---|---|---|---|---|---|---|
| $1.11K | 0% | 66 -25 | -27% | -$421 | |||
| $1.11K | 0% | 6 | – | – | |||
| $1.11K | 0% | 3 +1 | +50% | +$369 | |||
| $1.11K | 0% | 79 | New | +$1.11K | |||
| $1.1K | 0% | 37 +30 | +429% | +$894 | |||
| $1.1K | 0% | 107 | New | +$1.1K | |||
| $1.08K | 0% | 5 | New | +$1.08K | |||
| $1.08K | 0% | 32 | – | – | |||
| $1.08K | 0% | 200 | – | – | |||
| $1.07K | 0% | 123 | New | +$1.07K | |||
| $1.07K | 0% | 19 -207 | -92% | -$11.6K | |||
| $1.07K | 0% | 4 | New | +$1.07K | |||
| $1.07K | 0% | 9 | – | – | |||
| $1.06K | 0% | 4 | New | +$1.06K | |||
| $1.06K | 0% | 102 | New | +$1.06K | |||
| $1.06K | 0% | 26 | New | +$1.06K | |||
| $1.06K | 0% | 13 | New | +$1.06K | |||
| $1.05K | 0% | 4 | New | +$1.05K | |||
| $1.05K | 0% | 2 | – | – | |||
| $1.05K | 0% | 50 +6 | +14% | +$126 | |||
| $1.05K | 0% | 10 -60 | -86% | -$6.29K | |||
| $1.05K | 0% | 18 | New | +$1.05K | |||
| $1.04K | 0% | 12 | New | +$1.04K | |||
| $1.04K | 0% | 7 | New | +$1.04K | |||
| $1.04K | 0% | 1,546 | New | +$1.04K |
